Become a Strategic Partner
Add Social Security, IRMAA, and Retirement Benefit Education as a Value-Add to Your Business
At First American Entitlement Services LLC, we partner with professionals and agencies who serve clients approaching retirement, entering Medicare, protecting their families, managing taxes, planning estates, or making major financial decisions.
Our partnership program allows you to offer Social Security education, Medicare IRMAA guidance, retirement benefit reviews, and consultation support as an added value to your existing business. This can help you strengthen client relationships, create new referral opportunities, and improve retention—without requiring you or your team to become Social Security or IRMAA experts.
A Powerful Value-Add for Your Clients
Many clients have questions about Social Security, Medicare premiums, IRMAA surcharges, survivor benefits, retirement timing, taxes, and income planning.
These questions often come up during tax planning, retirement planning, insurance reviews, Medicare appointments, estate conversations, home sales, funeral planning, final expense planning, and reverse mortgage discussions.
By partnering with First American Entitlement Services, you can offer clients a trusted resource for these conversations while keeping your own business at the center of the relationship.
Common client questions we help answer:
- When should I claim Social Security?
- Will my Social Security be taxed?
- How do spousal or survivor benefits work?
- Why did my Medicare premium increase?
- Can I appeal an IRMAA surcharge?
- How will retirement income affect Medicare costs?
- What happens financially if my spouse passes away?
- How do I coordinate Social Security with my plan?
Flexible Partnership & Payment Options
We understand that every business serves clients differently. That is why we offer flexible structures.
Partner-Paid Retainer
Your business pays a monthly or annual retainer to make First American Entitlement Services available as a value-added resource for your clients, members, agents, or advisors.
Ideal for CPAs, Financial Planners, IMOs, and Membership Organizations looking to stand out.
Client-Paid Consultation
Your client pays the consultation fee directly when they choose to work with us. You introduce them to a specialized resource while keeping the process simple, transparent, and at zero cost to your business.
Ideal for specific reviews or targeted referral scenarios.
Hybrid Partnership
You pay for general educational resources, workshops, or basic client access, while allowing clients to pay separately for deep-dive, personalized reviews and formal Roadmap Analyses.
Ideal for offering mass education with optional premium upgrades.
Who We Partner With
We help a wide variety of professionals provide more value to the people they already serve.
Certified Public Accountants & EAs
We help tax professionals address Social Security timing, benefit taxation, IRMAA surcharge awareness, and retirement income timing, providing education while encouraging clients to continue working with you for specific tax advice.
Financial Planners & Wealth Advisors
Social Security is often a massive piece of the retirement puzzle. We offer deep education on claiming strategies, spousal/survivor benefits, and divorce rules as a value-add to your broader financial planning.
Insurance Agencies & IMOs
Use Social Security education as a powerful lead-generation tool. We offer agent training, consumer workshops, and final expense/retirement conversation support to help your agents engage clients before discussing insurance products.
Medicare Agencies
We handle the Social Security, retirement timing, and IRMAA surcharge questions so your licensed agents can focus strictly on finding the right Medicare plans for your clients.
P&C Agencies & Realtors
Stay connected during major life transitions. Whether clients are selling a long-time home, downsizing, or nearing retirement, we answer the complex entitlement questions that arise during these shifts.
Funeral Homes & Final Expense
We offer respectful, compassionate educational resources regarding survivor benefits, widow/widower awareness, and family protection to support families navigating the emotional landscape of loss and legacy planning.
How the Process Works
Schedule a Partner Strategy Call
We begin with a conversation to understand your business, your clients, your goals, and the type of partnership that makes the most sense.
Choose Your Structure
Select a referral model, retainer model, client-paid consultation model, co-branded education model, or a custom structure based on your organization.
Introduce the Value-Add
We help you easily position Social Security and IRMAA education as a meaningful, premium value-add to your clients, members, or agents.
Support the Conversation
When appropriate, clients schedule a consultation directly with First American Entitlement Services for a detailed, plain-English review.
Strengthen Your Business
You remain the trusted professional at the center of the relationship. We provide specialized back-office education that deepens client loyalty.
Become a First American Partner Today
Let’s help your clients make smarter decisions about Social Security, Medicare IRMAA, retirement income, and family protection—without increasing your internal workload.
Contact
306 W. Redwood Street
Suite 4290
Baltimore, MD 21201
5000 Victoria Park Drive
Suite 5208
Davenport, FL 33896
Opening hours
Mon - Thu : 9AM - 6PM
Friday: 9AM - 12PM
Sat - Sun: Closed
24/7 Toll Free AI Support
Disclaimer
First American Entitlement Services is an independent, privately owned organization. We are not a government agency and are not affiliated, associated, authorized, or endorsed by the United States government, the Social Security Administration (SSA), or the Centers for Medicare & Medicaid Services (CMS). All services provided by First American are strictly those of a private entity.
© First American Entitlement Services . 2026. All Rights Reserved.