IRMAACP is the first certification to assist professionals from Insurance Professionals to Financial Advisors navigate Medicare’s IRMAA. With education on advanced planning, impacts on retirement plans, and training on appellate scenarios for clients, it’s transforming how financial professionals conduct business and increase service value.
Lincoln, NE – IRMAA and its effects have a direct impact on your business, bringing knowledge of a new way to generate production. How is this achieved? Leveraging knowledge of asset planning and its impact on Medicare premiums, you can not only re-evaluate asset allocations in current retirement plans, but you will also attract new clients that need an expert in the subject matter to assist them define and build compliant plans that mitigate Medicare costs.
What is Income Related Monthly Adjustment Amount (IRMAA)
IRMAA is a surcharge that is added to your monthly Medicare costs, based on the amount of income you are receiving in retirement from various sources such as a pension, Social Security, W2 wages, investments, or a combination of these different types.
This information and designation puts you at the forefront of this knowledge, allowing you to help your current clients but also acquire new ones based on having important knowledge others do not have.
The IRMAACP designation is the top choice for financial professionals seeking knowledge on IRMAA, and its impact on retirement income, along with helping professionals craft the best retirement solutions to mitigate issues.
Through this IRMAACP program, you’ll gain an in-depth understanding of how to provide the best solutions to your clientele to ensure that they get the most informed plan from an advisor that is well-versed in the holistic planning process. The IRMAACP designation will not only expand the quality and breadth of the advice you’re able to give but will elevate your professional credentials as a certified professional and help advance your career in the financial planning industry.
Healthcare planning in retirement is a vital part of holistic financial planning for both individuals and small businesses and can’t easily be automated. It’s also a lucrative field, where just one sale can pay for the entire IRMAACP designation many times over. Whether you’re just launching your career or an established professional trying to offer more to your clients, earning the IRMAACP certification is an intelligent choice.
Who is this information and certification for?
CPA’s – Identification of tax pitfalls created by IRMAA and how to circumvent/mitigate these pitfalls
Financial Advisors and Insurance Professionals – Retirement income effects on Medicare premiums and how to fine-tune assets allocation
Attorneys – Educating on how IRMAA affects estate planning, tax planning, and wealth distribution
Long-Term Care Agents – Leveraging IRMAA to create tighter relationships with Financial Advisors and CPAs and boost production
FOR MORE INFORMATION: Go to www.irmaacertifiedplanner.com
About IRMAA Certified Planner
Get to know more about IRMAA Certified Planner, and what we do. We exist to help educate financial professionals about the concepts, rules and regulations surrounding Medicare’s IRMAA.
Contact IRMAA Certified Planner
9701 Wildfire Circle
(617) 335 2451