IRMAA Resources and Financial Professionals
Interested in partnering with IRMAA Resources?
Attend our Webinar to see how partnering with us can provide you the tools you need to be successful meeting and discussing IRMAA
Training & Certification
Education and Training! We not only teach you about what IRMAA is but how to explain IRMAA to your clients so they can grasp the magnitude of what you are offering.
Knowledge is power, and we believe that it should be shared. Teaching clients about IRMAA and how to avoid it is our core purpose
With Access to the IRMAA Resources Healthcare Cost Calculator we are able to provide your clients a report showing exactly what their medicare premiums will be over their lifetime with or without IRMAA, allowing you to better plan for your clients.
We provide our Agents with a wide range of materials and information to help explain and illustrate IRMAA to your clients.
IRMAA Resources has partnered with IRMAA Certified Planners to ensure that all their agents are certified as experts in the field of IRMAA.
Access to Resources
IRMAA Resources has a network of Advisors, Trust Attorneys and CPA’s that can provide the resources you need to handle the most complex cases.
With increasing Fiduciary regulations and the new DOL rules, we can connect all agents with a Investment Advisor that can address any issues with Qualified accounts and assist you in doing this in a compliant way.
By joining our network of Advisors, you can now work with Insurance agents in large case design. Imagine haing 5-10 agents following a system and bringing their clients to you to work with them on the rollover and conversion of qualified assets
Through our relationship with Overwatch Management we have accesss to a nationwide network of Estate Attorneys that can assist in Trust issues and Estate protection
As we continue to conduct our CPA CE Seminars we continue to educate CPA’s on the complexity of Long Term Tax Planning and the advantages. We are growing our network of CPA’s through these events and can pair you with a CPA that understands IRMAA
Finding People
IRMAA Resources has several programs available to get you in front of clients in need of your help.
We conduct Seminars in your market, or host a seminar in your market with you as the featured speaker, making you the expert in the area.
Host an event at a library or community facility featuring you as the expert, educating people on what IRMAA is and how to avoid it.
Harness the power of Zoom to meet with your clients and have leads generated with people that want and need your help. Meet with them from the comfort of your office,with appointments scheduled directly to your calendar
