Our certification educates you in the most overlooked piece of financial planning:
“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 ClarkPrestige Planning - Managing Partner CFP CKA
“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 McEachranLifeMark Securities - Registered Representative
“What an AMAZING IRMAA education. I have been a life insurance agent since I was 28 years old, and have always worked with safe money concepts. The IRMAA Certified Professional Course has now opened a World of clients to me. If you are looking for a way to stand out from the crowd, then this course is a must! It is the best money I have ever spent in my business career!!!”
Ira KlebanCertified Planner
What is IRMAA?
How is IRMAA Determined?
Calculating the IRMAA Surcharge
Filing an Appeal of IRMAA
Medicare Costs and Projections
Retirement Impact of Medicare and IRMAA
Find a full course outline here
Dan Mcgrath
Dan McGrath is one of the nation’s leading authorities on how the costs associated to health care are impacting investors’ retirement and Social Security benefits. He is the best-selling retirement planning author of “What you don’t know about retirement will hurt you,” as well as authoring on an annual basis, “A Guide to Understanding Medicare.” Currently he is one of the Co-Founders of IRMAA Certified Planner whose main responsibility is creating and designing the content of its IRMAA certification.
Paul Morrison
Paul is an industry veteran and Co-Founder of IRMAA Certified Planner and A longtime advocate and expert on the retirement risk of IRMAA. Paul saw the immediate need for advisors to become educated on how IRMAA would impact their clients in retirement by co-creating the IRMAA CP Designation.
Mark Annese
Mark Has been working with the Medicare and IRMAA space for the past 8 years. He is the architect of the leading Social Security and Medicare IRMAA software. He is also the Co-Founder of IRMAA Certified Planner and Healthcare Retirement Planner.
Internet accessible, self paced study that covers all the parts and pieces of Medicare, Social Security and IRMAA
Once self study has been completed, accessing the online final exam.
Access to Advanced learning webinars with other industry professionals
“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 PetersmarckM & O Marketing - Vice President of Practice Development WMS, NSSA, ALMI
“The IRMAA Course was an eye opener for my practice. This is not your typical certification for the record. By learning about IRMAA, I've been able to share the risk of IRMAA with several Estate Planning Attorney partners of mine. IRMAA is a serious topic that is not being discussed in America.”
Michael FoxLifemark Securitites - Registered Representative
Along with gaining new knowledge you will also get the following:
Our program is designed to provide the highest level of education so you, as a Financial Advisor would understand the risks of IRMAA in every scenario for your clients, as well as ways to prevent and even solutions to appeal if the client is already affected.
With the certification program, you will get:
To learn more about the course, you can go to the course certification page or you can use the contact form below.
Once you have completed the course and successfully passed the exam, you will be listed on the IRMAACP online directory. You can view the directory here: Online Directory
Total course time is 8 hours over 18 modules. It is self directed so you are able to break up the time as you see fit.
This Offer Expires in Two weeks and Returns to the full $695 price.
