Discover the Tools Elite Advisors Are Using to Win High-Net-Worth Clients
Join the advisors who are using Medicare’s IRMAA tax planning and client-facing software to differentiate their practice, close Roth conversions, and generate annuity sales
Learn how to uncover retirement risks that most advisors miss — and be part of the platform that shows clients exactly how you can help.
Why It Works:
Most advisors talk about income, investments, and taxes.
You’ll talk about something more powerful:
🎓 IRMAA Certified Planner:
Learn how IRMAA taxes quietly reduce retirement income — and how to solve for it using Roth conversions, annuities, and income timing strategies.
🧰 HealthCare Retirement Planner:
Run interactive reports that visually prove the impact of these strategies to clients — increasing trust and urgency.
➡️ When paired together, these tools create the most compelling client conversation in retirement planning.
See how our platform helps you identify exactly why a client needs an Annuity, Life Insurance or a Roth Conversion
With 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.
