A Professional Education Program,
From IEA
When an extended-care need arises, families are often forced to make complicated financial and healthcare decisions under pressure. Insurance and financial professionals may be among the first people clients turn to for guidance.
The Medicare Planning Professional program gives professionals a practical foundation for understanding Medicaid-related planning considerations, recognizing when specialized guidance may be needed and communicating more effectively with clients, families and professional referral partners.
The program is designed to strengthen awareness and conversation – not replace the work of qualified legal, tax or Medicaid-planning professionals.
$475 · One-time tuition · Self-paced online course
what the program
helps you understand
Help Families Better Understand the Medicare Planning Conversation
- The role Medicare may play in paying for extended care
- General eligibility, income and asset considerations
- Why planning should occur before a care crisis
- Common consumer misunderstandings about Medicare
- The importance of appropriate legal and professional guidance
- How insurance and financial strategies may fit within a broader plan
Turn knowledge into better conversations
Technical information becomes valuable when a professional can explain why it matters. The program helps graduates connect Medicare planning concepts to the concerns clients actually express: protecting a spouse, preserving choices, avoiding family conflict and preparing for the financial impact of care.
Graduates can use this knowledge to ask better questions, identify gaps in planning and help clients understand when they should involve an elder-law attorney or another qualified specialist.
build a stronger professional referral network
Medicare and extended-care planning frequently involve multiple disciplines. The program helps professionals understand the value of building reciprocal relationships with elder-law attorneys, estate-planning attorneys, accountants, financial advisors, care professionals and other centers of influence.
These relationships can improve the client experience while creating a more collaborative and valuable professional practice.
Graduates can use this knowledge to ask better questions, identify gaps in planning and help clients understand when they should involve an elder-law attorney or another qualified specialist.
your mPP
credential
Eligible graduates receive an MPP course credential. Through IEA’s connection with Agent Review, the visual course badge and year of completion can be displayed on the graduate’s professional profile.
Graduate Advantage members may maintain approved credential and brand-use rights, display active status and access continuing education, resources and preferred opportunities.
These relationships can improve the client experience while creating a more collaborative and valuable professional practice.
Graduates can use this knowledge to ask better questions, identify gaps in planning and help clients understand when they should involve an elder-law attorney or another qualified specialist.