NSSA® and IRMAACP™ SELF-PACED LEARNING
Instantly Accessible Social Security and IRMAA Training for Professionals
Elevate your expertise at your own pace with our NSSA® and IRMAACP™ Self-Paced Social Security Training. This comprehensive, self-paced course provides instant access to a wealth of knowledge, allowing you to learn whenever and wherever it suits you.
SEE WHY THE PROS CHOOSE NSSA™Why successful financial professionals earn their NSSA® and IRMAACP™ certifications
Thousands of financial advisors, insurance agents, tax professionals, and retirement planners have earned their NSSA™ and IRMAACP™ certifications. It’s time you joined them.
Set Yourself Apart From the Crowd
Earning NSSA® and IRMAACP™ certifications set you apart as an expert in Social Security planning. These prestigious credentials show your commitment to excellence, enhancing your professional reputation and credibility in a competitive market.
Attract and Retain More Clients
Attract more clients by showcasing your expertise in Social Security planning and attract higher value prospects who are subject to IRMAA. Boost your book of business, and get the edge you need to grow your client base & foster long-term relationships.
Get the Support you Need to Suceed
NSSA® and IRMAACP™ members are supported by a team of subject matter experts as well as a community of peers numbering in the thousands. Whether you are stuck on a complex scenario or just want a refresher on a topic, we have your back.
Three Self-Paced Options to Meet Your Needs
Choose our NSSA® Social Security course, our IRMAACP™ and Medicare course, or bundle both and get the best of both worlds.
NSSA® Social Security Self-Paced Course
Learn Social Security and retirement planning at your own pace with our on-demand modules. Access lessons anytime, explore foundational and advanced strategies, use interactive quizzes and resources, and build your expertise with flexible, self-guided training.
$1,195.00 USD
IRMAACP™ & Medicare Self-Paced Course
This course gives advisors a complete framework for Medicare, IRMAA, and income planning. It covers Medicare basics, IRMAA calculations and appeals, and advanced strategies using retirement accounts, taxes, and withdrawals to help clients reduce premiums and avoid surprises.
$1,195.00 USD
NSSA® and IRMAACP™ Self-Paced Bundle
Get both courses at a discount. Build comprehensive retirement-planning expertise with our combined Social Security, Medicare, and IRMAA on-demand training. Learn both programs at your own pace with clear lessons, practical examples, and advisor-focused strategies.
$1,495.00 USD
“Over the last 12 months since earning the NSSA certificate I have brought in 40 additional clients and $400,000 in additional revenues. Huge value in this, thank you!”
–David S.
View the NSSA® Social Security Course Outline
Introduction
- Disclosure
- Mission Statement, Objectives, and Expectations
- Our Story
Lesson One
Welcome to Social Security
- The History of Social Security
- Social Security, Then and Now
- The Statistical Importance of Social Security
- Withdrawing Social Security Benefits
Lesson Two
Social Security Fundamentals
- Six Types of Benefits
- Social Security Number and Card\
- Receiving Benefits
- Eligibility and Credits
- Funding
- Full Retirement Age
- Average Indexed Monthly Earnings
Lesson Three
Claiming Fundamentals
- Introduction
- Deemed Filing
- Cost of Living Adjustment
- Annual Earnings Test
- Claiming Benefits
- Voluntary Suspension and Retroactive Benefits
Lesson Four
Claiming Strategies
- Introduction
- Individual Claiming Strategies
- Spousal Claiming Strategies
- Ex-Spousal Claiming Strategies
- Survivor Claiming Strategies
- Ex-Spousal Survivor Claiming Strategies
- Children’s Claiming Strategies
- Parents’ Claiming Strategies
- Lump Sum Death Benefit
Lesson Five
Advanced Applications
- Introduction
- Family Maximum
- WEP/GPO
- Taxation of Benefits
- Overpayments
- Supplemental Security Income
- Social Security Disability Insurance
Lesson Six
Medicare Fundamentals
- Medicare Overview
- Parts A, B, D
- Enrollment Basics: IEP, SEP, GEP, and Penalties
- Part A Coverage & Costs
- Part B Coverage & Costs
- Medicare Part D
- Medicare Advantage and Medigap
- Cost Projections
- Case Studies
Conclusion
- Solvency of Social Security
- Certification Logistics
- Continuing Education Reporting
- Marketing & Member Resources
View the IRMAA / Medicare Course Outline
Introduction
- Disclosure
- Mission Statement, Objectives, and Expectations
- Our Story
Lesson One
Welcome to IRMAA
- Enrollment
- Rule One: Medicare Is Mandatory If You Want Social Security
- Rule Two: Medicare Premiums Are Income-Based
- Rule Three: Almost Everything Counts Toward MAGI
- Rule Four: IRMAA Reduces Social Security Benefits Automatically
- Rule Five: Social Security Benefits Are Taxable
- Putting It All Together: Income Shocks and Filing Status
- Final Framing: Why These Five Rules Matter
Lesson Two
Medicare Fundamentals
- Medicare Overview: Parts A, B, D
- Enrollment Basics: IEP, SEP, GEP, and Penalties
- Part A Coverage & Costs
- Part B Coverage & Costs
- Medicare Part D
- Medicare Advantage and Medigap
- Cost Projections
Lesson Three
Understanding IRMAA
- What is IRMAA?
- The History of IRMAA
- Who is Affected by IRMAA?
- IRMAA Income
- IRMAA Thresholds
Lesson Four
Determination and Calculation
- IRMAA and Tax Filings
- IRMAA Threshold Tables
- IRMAA Initiation
- RMDs
- Case Studies
Lesson Five
Notifications, Payments, and Appeals
- Notifications
- How IRMAA Is Collected
- Missed Payments and Coverage Risk
- Equitable Relief: A Lifeline for the Unprepared
- Appealing IRMAA: Reconsideration and Life-Changing Events
Lesson Six
Advanced Applications
- Retirement Vehicles
- Planning Strategies
- Withdrawal Sequencing
- Asset Positioning
- Capital Gains
- Charitable Giving
- Projected Medicare and IRMAA Costs
Conclusion
- IRMAA’s Future Policy Direction
- Social Security Primer
- Certification Logistics
- Continuing Education Reporting
- Marketing & Member Resources
How Our Self-Paced Training Works
Once you purchase your course you will immediately gain access to the course
Dynamic Video Lessons
Our lessons are led by our experienced instructors and feature graphics and visuals to help communicate the concepts. Each segment under a lesson is its own video, which makes it easy to learn on your schedule.
Lesson Quizzes
At the end of each lesson you will complete a short quiz to show that you successfully completed the lesson and understand the material. The quizzes also act as proof of course completion for continuing education credits.
Course Companion
As soon as you purchase your online training we will send you an email with your printable course companion. This features the charts and numbers mentioned in the course and allows you to easily follow along.
Final Exam
Once you have completed the course you will have access to a sample, 10 question exam prep. Then, when you are ready, you will take the 100 question final exam. A 70% or better is required to earn your certification.
What People Are Saying
Listen to what some of our past attendees have to say about our program!
“Over the last 12 months since earning the NSSA certificate I have brought in 40 additional clients and $400,000 in additional revenues. Huge value in this, thank you!”
David S.
CFP
“We filled up another 100 people last month and taught them all about social security, this is truly something special we have created to help out thousands of clients”
Brad W.
CFP
“Thanks for providing such valuable information and updates on a periodic basis. It really helps with conversations that I have with my clients. Excellent support. Very pleased!”
Rayyan A.
CFP
