Medicare for Financial Planners is a 10-module program designed for planners wanting in-depth knowledge of the rules and regulations regarding Medicare to help clients navigate the Medicare maze. While planners can choose to complete the entire program, there is no specific sequence and each course module can be taken individually on its own.

Many clients have questions about late enrollment penalties and Medicare Income-Related Monthly Adjustment Amounts (IRMAA), and this course will help people with Medicare avoid penalties wherever possible. You will learn that penalties are incurred if individuals do not enroll in Medicare Parts A, B, and/or D when they are first eligible to do so, and we will explore how these penalties may be eliminated. The course reviews all key IRMAA considerations: what IRMAA is, when it must be paid and who is likely to pay it, and how to appeal or request a new initial determination if there is disagreement with Social Security’s IRMAA decision.

Level of Complexity: Intermediate

Course Information
Course Date:
March 16, 2018
Course Objectives
  • Understand how beneficiaries can avoid and eliminate late enrollment penalties
  • Talk about Income-Related Monthly Adjustment Amounts, or IRMAA
  • Identify situations when a beneficiary would incur a late enrollment penalty
  • Explain Medicare late enrollment penalties
Medicare Advantage Plans
Speaker Information
Medicare Rights Center  [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 1.50
Products
Streaming
FPA Member Price:$25.00
Non-Member Price:$45.00