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Frequently Asked Questions

What is IRMAA Certified Planners?

IRMAA Certified Planners LLC is a For Profit organization headquartered in Lincoln, NE.

Why should I get certified?

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:

  • Virtual Education
  • Certificate of Completion
  • IRMAA Certified Planner Certificate & Label Pin

How do I Register for or Purchase the program?

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I would like to know more about the program. Where do I go?

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Is the IRMAACP Recognized by FINRA?