Program Overview

We offer two levels of participation in the program which affords advisors the opportunity to choose the plan that best suits their needs.

The Platinum Membership offers education, certification and support and includes the Comprehensive Guide to Social Security Retirement Benefits and Social Security Claiming Strategies, the online course, unlimited access to our team of experts, the certification exam and designation and listing in the ‘Find a Strategist’ advisor search. Membership is $749.99 to join and the annual renewal is $299.99, charged on the membership anniversary date.

The Platinum Plus Membership is our newest offering which includes every aspect of the Platinum program and additionally includes access to our proprietary software and report generation tool, the Retirement Asset Optimizer. Membership is $749.99 to join and requires a monthly subscription charge of $50.00 which includes unlimited RAO software access, unlimited RAO reports, the continuing CSSCS membership fee and access to join the American Alliance for Financial Literacy (AAFL) as a Certified Instructor. To learn more about Platinum Plus, click here.

RAO is our powerful software tool specifically designed for the needs of our CSSCS designees. RAO creates capital efficient retirement income strategies by leveraging Social Security, guaranteed income sources and optimizing asset positioning for future needs, delivered in a customizable report. The RAO 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.

AAFL is our turnkey educational workshop platform that turns CSSCS designation and RAO reports into action. To learn more about AAFL, click here.