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Upcoming Webinars
Title | Date | Start Time | Duration | Register |
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IRMAA Navigator: Master Medicare surcharges and grow your practice
Medicare’s Income-Related Monthly Adjustment Amount (IRMAA) can take a big bite out of your higher-income clients’ retirement savings - and many don't even realize they're affected until it's too late. You can help clients reduce unnecessary costs and make smarter decisions while you uncover additional sales opportunities in annuities and life insurance - join us to review IRMAA Navigator, our go-to solution that simplifies complex IRMAA calculations and turns them into clear planning conversations. You'll learn: • How this hidden tax in retirement (IRMAA) can be avoided, which will generate more income for your clients • How federal regulations highlight the reasons that retirees should include annuities and life insurance in their retirement plans • When your clients and prospects should enroll in Social Security and why (it’s about the “right income”) • Where the “right income” in retirement comes from and why the “wrong income” is, well, just wrong • About available resources to address this key retirement consideration most financial professionals aren't even talking about - including a refreshed calculator incorporating the most recent projections from the Medicare Board of Trustees report Register today to start helping clients navigate IRMAA with confidence! | 7/24/2025 | 10:00am CDT | 1 hour | Register |