Become the Retirement Expert
High Net Worth Clients Are Looking For
Get the IRMAA Certified Planner™ designation and software that uncovers the retirement threats no one else is talking about.
Turn IRMAA Surprises into Advisor Wins—Show Clients Exactly What They’ll Save with You
Yes, I Want to Attract More High Net Worth ClientsWhy It Works:
Most advisors talk about income, investments, and returns.
You’ll talk about something more powerful:
👉 Hidden Medicare costs
👉 IRMAA brackets
👉 How they silently reduce retirement income
👉 Pre-Retirement Planning strategies
See how our platform helps you identify exactly why a client needs an Annuity, Life Insurance or a Roth Conversion
Yes, I Want to Attract More High Net Worth ClientsWith the IRMAA Platform, you’ll become the expert your affluent clients didn’t know they needed.
“The IRMAA Solutions certification program was not only an eye opener but a game changer. The unknown things in life are what cause the most pain, IRMAA is one of those hidden pains. The TRUE cost of the IRMAA surcharge plus medical expenses are unknown by most advisors and dismissed by others is concerning.”
Mark Clark
Prestige Panning
The Certified IRMAA program will separate you from other advisors by giving you the practice management knowledge of Medicare and its costs to my clientele. The topic of IRMAA has opened my eyes on how the majority of Pre Retirees/Retirees in America know very little to nothing about the risk. Would highly recommend every advisor take this course.
John McEachran
LifeMark Securities – Registered Representative
Having taken Certification courses and Designations through the College for Financial Planning, The American College, LOMA and a handful of others, I have yet to have found a curriculum with more practically useful information than the IRMAA Certified Planner course has offered me.
Edward Petersmarck
M & O Marketing – Vice President of Practice Development
What is available in the platform?
✅ 8 Hours of On-Demand Training
✅ 8 CE Credits (where applicable)
✅ IRMAACP Designation to Differentiate You from Your Peers
✅ Software to Run IRMAA + Social Security Stress Tests
✅ Personalized Lead Generation IRMAA websites
✅ Client handouts and downloads to get their attention
✅ Proven Strategy to Attract High Net worth Clients
