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By Application · Q4 2026

End-of-Life Coordination

CE Credit Eligible11 Modules
  • Complete Survivors Guide framework
  • Legal, digital estate & family coordination
  • Standalone practice or existing service line
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What you'll be equipped to do

You'll protect your clients from a cost most advisors never address.

IRMAA surcharges quietly cost retirees thousands of dollars a year — and most advisors don't see the exposure until it's too late. With the IRMAACP™, you'll be equipped to model future Medicare costs, spot bracket risk before it hits, and build strategies that keep your clients on the right side of those thresholds.