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Become An IRMAA Certified Planner

Do you know what IRMAA is and how it affects all retirement plans? Are you interested in learning more and becoming an industry leader with information that will allow you to assist more clients in ways that other financial professionals cannot? Need more information on becoming an IRMAA Certified Planner?

Why Become IRMAA Certified?

About 99% of American pre-retirees or retirees, financial advisors, CPAs, and attorneys are not familiar with IRMAA or what it is. If a pre-retiree or retiree generates a certain level of taxable retirement income in retirement, they run the risk of their Social Security Net Benefit being greatly reduced or eliminated upon retirement.

Our chief mission is to provide you, as a Financial Professional with the highest level of education about the risks of IRMAA in retirement, along with the tools to help your clients plan more appropriately. By providing this education, tools, and situational IRMAA cases, you will be able to implement IRMAA planning into your client’s retirement strategy.

With the certification program, you will get:

• Self direct study materials
• Industry recognized designation
• IRMAA Certified Planner Certificate

Become an industry leader, opening up access to more clients by being the first to show them how to change the way they plan and ensure retirement success.

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Self Study Education

Sign up for our program to receive downloadable self directed study resources. You'll also receive an assessment and official certificate at the end of the course.

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Program FAQs

Have questions about the program? You may find your answer here! Or else, please feel free to contact us with your questions and we will be glad to assist.

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Member Login

Are you an existing member wanting to visit your profile? Visit this link to log into your member portal.

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