National Social Security Advisors® Acquires IRMAA Certified Plannertm, Expanding Retirement Income Education
NSSA® and IRMAA Certified PlannerTM join forces to expand retirement income education, empowering financial professionals with Social Security and Medicare expertise.
NSSA® expands retirement education with the acquisition of IRMAA CPTM, uniting Social Security and Medicare expertise for advisors.
Bringing together the strengths of the IRMAACPTM designation with the established credibility of the NSSA® Certification is creating the most comprehensive retirement planning training in the market.” - Travis Stanley, President of NSSA®WASHINGTON, DC, UNITED STATES, September 29, 2025 /EINPresswire / -- National Social Security Advisors® (NSSA®), a leading provider of Social Security education for financial professionals, announced today the acquisition of IRMAA Certified PlannerTM (IRMAACPTM), a trusted designation program focused on Medicare's Income-Related Monthly Adjustment Amount (IRMAA). This strategic acquisition represents a major step forward in offering financial professionals a more complete understanding on the two most critical areas of retirement planning: Social Security and Medicare.“This acquisition represents the next evolution of our mission to elevate retirement planning education,” said Travis Stanley, President of NSSA®.“By bringing together the strengths of the IRMAACPTM designation with the established credibility of the NSSA® Certification, we're creating the most robust, practical, and accessible set of retirement planning designations in the marketplace.”
Importantly, both NSSA® and IRMAACPTM will continue to be offered independently. Financial professionals can pursue the NSSA® Certification to deepen their Social Security expertise and the IRMAACPTM designation to master the complexities of Medicare's income-related costs. Members may also earn both credentials through NSSA®, expanding their knowledge and demonstrating comprehensive retirement planning expertise.
Todd Valles, Medicare and IRMAA subject matter expert of the IRMAACPTM program , will continue to contribute to the curriculum and ensure that the Medicare components remain best-in-class.“We've always believed that advisors need to understand both Social Security and Medicare to truly serve their clients,” Valles said.“Now, with NSSA®, advisors have the opportunity to pursue either or both designations under one trusted platform.”
Mark Annese, who leads marketing and technology efforts for IRMAACPTM, added,“NSSA's platform provides the scale and infrastructure to bring this content to a much wider audience. Together, these classes will empower advisors who want to stand out as comprehensive financial planning experts.”
With both classes available, NSSA® is meeting the growing demand for professional education that is practical, compliant, and directly relevant to clients' most pressing retirement income concerns.
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About NSSA®
National Social Security Advisors® (NSSA®) is a premier education platform and certification provider for financial professionals seeking to deepen their expertise in Social Security. Through on-demand courses, monthly update membership calls and additional member resources, NSSA® helps advisors better serve their clients and build confidence through knowledge.
About IRMAA CPTM
The IRMAA Certified PlannerTM designation provides financial professionals with the tools and education needed to navigate Medicare's Income-Related Monthly Adjustment Amount and its impact on retirees income. It has been recognized for its practical, compliance-oriented approach to Medicare planning.
Jason Stanley
National Social Security Advisors
+1 (202) 370-1807
email us here
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