IRMAA.com How It Works
IRMAA.com - How It Works
Step 1: Choose Your IRMAA Appeal Plan
Step 2: Answer a Few Basic Questions
Step 3: Your Certified IRMAA Advisor SM Will Draft Your Appeal Paperwork
Step 1: Choose Your IRMAA Appeal Plan
Step 1: Choose either a Single Individual IRMAA Appeal or a Married Couple IRMAA Appeal.
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Step 2: Answer a Few Basic Questions
Step 2: Take 5-10 minutes and complete our IRMAA Client Information Form. If you have questions, you also have the opportunity to speak with your Certified IRMAA Advisor SM.
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Step 3: Your Certified IRMAA Advisor SM Will Draft Your Appeal Paperwork
Step 3: Your Certified IRMAA Advisor SM will draft your IRMAA appeal paperwork and email it to you for your signature. You send the paperwork via Certified Mail to the Social Security Administration and they review your paperwork and approve your appeal; GUARANTEED!
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What is a Maximum Social Security StrategySM?
A Personalized Social Security Strategy
A full analysis of ALL your clients’ claiming options and a Maximum Social Security StrategySM tailored specifically for him/her.
We Increase Your Client's Income
We tell them how to maximize their Social Security.
We Make It Easy
We simplify the 2,728 rules and tell them exactly what to do in one simple and executable plan.
When to File, What to File, & How to File
We simplify the 2,728 rules and tell them exactly what to do in one simple and executable plan.
Easy Visuals
Monthly, Annual, and Total Benefits with intuitive and easy-to-understand visuals.
Compare & Contrast Scenarios
Have multiple claiming scenarios in mind? No problem, we’ll guide your clients through each of them and help them choose the best one!
Work With An Expert
A one-on-one planning session with a dedicated Social Security AdvisorSM
Assistance with Filing
Their filing and claiming questions answered.
