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Comprehensive training to help clients avoid unnecessary taxation
Medicare’s Income-Related Monthly Adjustment Amount (IRMAA) can significantly increase premiums for higher-income retirees – yet many of your clients are unaware of how their financial decisions impact these costs.
Launching soon, our new IRMAA Navigator training program equips you with the knowledge and tools to help clients by creating sources of tax-free income in retirement and strategically managing their money.
You'll get access to:
• Training videos
• Client-facing marketing presentations, email templates and social posts
• A virtual seminar module
• Planning software and much more
By understanding IRMAA thresholds and tax-efficient planning strategies, you can provide greater value to clients while strengthening your business!
Sound good? Fill out your details here and we'll keep you informed as we get closer to launch.