IRMAA Navigator

Returns Management (RMA)

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IRMAA Navigator offers tools and training for financial professionals to help clients understand and manage the Income-Related Monthly Adjustment Amount (IRMAA) on Medicare premiums. The SaaS provides educational resources, marketing solutions, and software to support agents in growing their business and assisting clients with retirement planning.

IRMAA Navigator can be found in Returns Management (RMA) categories.

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IRMAA Navigator Main Features

• Client Seminars
  Invite your clients to monthly seminars to help them understand retirement challenges, including IRMAA.
• IRMAA Navigator
  IRMAA Navigator helps you understand and manage the IRMAA surcharge on Medicare premiums, which can affect retirement costs.
• Marketing Tools
  Access marketing programs and client presentations designed to help you reach consumers affected by IRMAA.
• Software Solutions
  Use our IRMAA Software Calculator to project Medicare premiums and see how IRMAA affects Social Security benefits.
• IRMAA Certification
  Become an IRMAA Certified Consultant (ICC) through a 16-module training program that teaches you about Medicare and Social Security.
• Live Sales Training
  Join monthly live training sessions with an IRMAA expert to learn how to discuss Medicare surcharges with clients.
• Social Media Support
  Receive discounted services from a social media coach to help boost your online presence and promote your business.
• Monthly Client Webinars
  Attend webinars designed to educate clients about IRMAA and retirement planning.
• Sales Resources Library
  Get 24/7 access to a library of financial resources, including presentations and fact finders.
• Customizable Marketing Collateral
  Use ready-made marketing materials that you can customize for your clients.

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