Platinum Plus Program

Become a Platinum Plus member

Click here to Enroll

What is the Platinum Plus Program?

The Platinum Plus Program is offered exclusively to CSSCS certified members and provides access to our proprietary software and report generation tool, the Retirement Asset Optimizer (RAO), our powerful software application designed specifically for the needs of our members. The RAO focuses on creating capital efficient retirement income strategies by leveraging Social Security, guaranteed income sources and optimizing asset positioning for future needs.

This dynamic software acts as a client engagement tool by providing a robust, easy to understand user experience and report containing solutions that can be seamlessly entered into virtually all retirement planning software.

The ultimate focus of RAO is to provide a retirement income solution that requires the least amount of capital and provides a quantifiable analysis to guide clients at or nearing retirement through the retirement income decision-making process.

  • The RAO requires minimal input yet produces maximum results
  • The power of this tool is the ability to adjust assumptions and show clients, in real time, the impact of different claiming scenarios
  • The time has never been better to help clients optimize their retirement income by utilizing a capital efficient strategy.

What is the cost?

The Platinum Plus membership is $50 per month, a fee that includes your annual CSSCS renewal; no separate renewal charge is assessed while your Plus membership remains active, and it may be canceled at any time. Advisors who are not yet CSSCS members may enroll directly in Platinum Plus for $799.99, which covers the $749.99 Platinum enrollment together with the first monthly fee, followed by $50 per month.

What does the Platinum Plus membership include?

Your $50 per-month fee grants you all of the benefits of the standard Platinum membership, plus:

  • Access to the RAO software - view a sample RAO report
  • Unlimited RAO reports
  • Annual CSSCS membership renewal fee is included in the fee, no further annual renewal charges will be assessed.
  • Access to join the American Alliance for Financial Literacy (AAFL) as a Certified Instructor
    • our turnkey educational platform that turns your designation and RAO reports into action.
    • AAFL members receive a personalized AAFL instructor landing page and AAFL email. - Click here to learn more about AAFL