IRMAACP™ for Bank Advisors

Your high-income clients have an IRMAA problem. Be the one who sees it.

Bank advisors serving clients with significant assets are almost certainly working with people who face IRMAA surcharges — or will. The IRMAACP™ gives you the training to identify exposure early, model the impact of income decisions, and present Medicare cost planning as part of a complete retirement conversation. It's the kind of expertise that builds lasting relationships with your highest-value clients.