Annuity.com
Exclusively for Licensed Medicare Agents

RAMP

Reducing Annual Medicare Penalties

Your clients are overpaying for Medicare.
You can help them stop — starting today.

RAMP gives licensed Medicare agents a CMS-compliant, step-by-step process to help clients reduce or eliminate IRMAA surcharges — with no annuity expertise required, no disruption to your existing practice, and team selling support from day one.

5M+Americans currently pay an IRMAA Medicare surcharge
$6,000+Maximum annual IRMAA surcharge per individual
$0Cost to join RAMP and get started
TodayWhen you can run your first IRMAA Checker conversation

Built for Medicare agents. Designed for day one.

RAMP — Reducing Annual Medicare Penalties — is a structured program that gives you a CMS-compliant conversation, professional tools, and expert backup support to help your Medicare clients reduce or eliminate their IRMAA surcharges. You don't need annuity expertise to start. You need what you already have: a licensed Medicare practice and clients who trust you.

Every concern. Answered.

I can’t bring annuities up during a Medicare appointment — I’ll lose my carrier appointments.
Correct — and RAMP never asks you to. Every annuity conversation happens in a separate appointment with its own Scope of Appointment documentation. Your Medicare appointments stay clean and your carrier relationships stay protected.
I don’t know enough about annuities to feel comfortable presenting them.
You don’t need to. Your role is identifying the need with a 3-minute conversation. An experienced annuity specialist handles the case design, suitability review, and presentation while you learn alongside them.
I don’t want to feel like I’m peddling products to clients who trust me.
You’re not selling a product — you’re solving a problem your clients are already paying for. IRMAA is a surcharge. Reducing it is a service. The annuity is the mechanism, not the pitch.
What if the product ends up being wrong for my client?
Every case goes through a full suitability and Best Interest review before any product is recommended. If it’s not right for the client, it doesn’t move forward.
Getting appointed with annuity carriers sounds like months of tests — like Medicare carriers.
Unlike Medicare carriers, annuity carrier appointments do not require a separate test per carrier. The process is primarily paperwork, and Annuity.com facilitates it. Your Life license is all you need to get started.
I’m already busy. Adding something new sounds like adding everything new.
The initial conversation takes 3 minutes and uses your existing client relationship. The specialist handles the rest. In the early stages, your time per case is minimal — by design.
▶ Start Now — It's Free📅 Join Thursday's Intro Call

Free to join — Life Insurance license required to sell

Illustrative examples. Real structure.

The examples below are hypothetical illustrations using a mid-range commission rate and an industry-reference policy size. Actual commissions vary by product type, carrier, state, and individual production. These are not income projections or guarantees.

Day one — appointment referral only
$1,500
illustrative example at 20% of one step
Example policy size$150,000
Example commission rate5%
Total commission generated$7,500
Your share (20% — appt only)$1,500

Your only task: run the IRMAA Checker and schedule the separate appointment. The specialist handles everything else.

Your goal
100% street commission — as you develop
$7,500
illustrative example at 100% street
Example policy size$150,000
Example commission rate5%
Total commission generated$7,500
Your share (100% street)$7,500

Annuity.com passes 100% street-level commission directly to agents — no IMO haircuts, ever.

The path between them is gradual. As you take on more of the case — fact-finding, case design, presentation, closing — your share grows. No deadlines. No pressure. Your pace.
Important disclosures: The commission examples above are hypothetical illustrations only, using a 5% commission rate on a $150,000 policy — neither figure represents a typical or guaranteed outcome. Individual earnings are not guaranteed and depend entirely on the agent's production activity.

The 5 steps — and how commission is shared

20%
Set Appointment
You start here
20%
Fact Finding
20%
Case Design
20%
Presentation
20%
Close & Transfer

Each step earns 20% of total street commission. As your knowledge grows, so does your share — until you handle all five and keep 100%.

Four steps. Simple by design.

1
Run the IRMAA Checker

Your personalized IRMAA Checker lives on your branded Annuity.com subdomain. A 3-minute income question conversation identifies whether your client qualifies. No annuity knowledge required.

“I've learned that some of my clients are paying more for their Medicare Part B and D than they need to. Can we spend 3 minutes going through a few questions to see if that applies to you?”
⚠ Use this conversation in a non-Medicare context — not during a Medicare Advantage or Part D enrollment meeting, which is governed by CMS Scope of Appointment rules.
2
Schedule a separate appointment

CMS requires that annuity discussions occur in a separate appointment from any Medicare enrollment meeting. RAMP provides a compliant transition script, Scope of Appointment documentation, and a scheduling process that keeps your Medicare practice fully protected.

3
An experienced annuity specialist steps in

For the second appointment, an Annuity.com specialist handles case design, the Best Interest suitability review, and the client presentation. You observe, learn, and earn your share.

“I've arranged for a specialist I work with to look at your situation and see whether there's a way to reduce these costs for you.”
4
Build expertise. Grow your share. Keep 100%.

As you complete Annuity Suitability CE and gain experience across cases, you take on more of the process yourself. The path from your first referral commission to 100% street commission is yours to walk at your own pace.

▶ Start Now — It's Free📅 Join Thursday's Intro Call

Free to join — Life Insurance license required to sell

Everything you need. Nothing you don't.

IRMAA + SS Tax Torpedo Checkers
Personalized tools on your own branded subdomain at Annuity.com — ready to use with clients today.
Team selling support
An experienced annuity specialist backs you from your first case — handling the steps you haven’t yet mastered. You’re never alone on a case.
100% street commission — your goal
Start by earning your share of each step. Grow toward keeping 100% on your own timeline. No haircuts. No IMO override withheld from your commission.
LeadPro automated marketing
Bi-weekly client newsletters, birthday greetings, appointment reminders, and a full CRM — $199/month.
The most complete compensation package in the industry
100% street commission, a Stock Option Program, annual production bonuses, and Agency Builder override compensation.
50% off pre-licensing coursework
No Life Insurance license yet? We partner with EXEL Solutions to offer a 50% discount on their state-approved pre-licensing course.
Note on equity participation: The Annuity.com Stock Option Program is offered to qualifying agents under a separate agreement and is subject to applicable securities laws. This page does not constitute an offer of securities.
▶ Start Now — It's Free📅 Join Thursday's Intro Call

Free to join — Life Insurance license required to sell

Join the weekly RAMP introduction call.

Every Thursday we host a free 30-minute live intro for Medicare agents considering RAMP — Reducing Annual Medicare Penalties. You'll see the IRMAA Checker in action, meet the team, hear from agents in the program, and get your questions answered live. No commitment required.

Thursday Intro Call — RAMP for Medicare Agents
Every Thursday  |  2:00 PM PT  /  5:00 PM ET  |  30 minutes via Zoom
Meet the team. See the tools. Ask anything.
Register for Thursday's Call

Frequently asked questions.

Do I need a separate annuity license to participate in RAMP?
No separate “annuity license” exists in the U.S. If you hold an active Life Insurance license, you are already eligible to sell fixed annuities in most states. Many states issue a combined Life and Health license — agents with that combined license are already set.
What if I don’t have my Life Insurance license yet?
You can join RAMP and begin learning the process before your license is in hand. We've partnered with EXEL Solutions to offer a 50% discount on their state-approved pre-licensing course.
Do I have to test and get appointed with each annuity carrier individually?
Unlike Medicare carriers, most annuity carrier appointments do not require a separate exam per carrier. The process is primarily completed online and can often be done in minutes. Annuity.com facilitates the carrier appointment process on your behalf.
Is there CE training required before I can sell annuities?
Most states require a short Annuity Suitability training course — typically 4 to 8 hours, completed online at your own pace. This is a one-time state requirement and is significantly simpler than Medicare carrier-specific certification.
Can I get in trouble with CMS for discussing annuities with my Medicare clients?
Yes — if you do it in the wrong context. CMS strictly prohibits marketing non-health products during a Medicare Advantage or Part D sales appointment. RAMP is designed specifically to work within these rules — all annuity discussions occur in a separately scheduled meeting with its own documentation.
How does commission sharing work while I’m still learning?
The annuity case process has five steps, each representing approximately 20% of the total street commission. On day one, you handle step one — scheduling the separate appointment — and earn a share of the commission. As you gain case experience, you take on more steps and retain more of the commission.
What are typical annuity commissions compared to Medicare commissions?
Annuity commissions are paid as a percentage of the policy premium, typically ranging from 1% to 8% depending on product type and carrier. On a $150,000 annuity policy at a 5% commission rate, the total commission is $7,500 — from a single case. These figures are illustrative examples and are not guarantees of income.
What happens if an annuity isn’t the right fit for my client?
Every case at Annuity.com is evaluated under the NAIC Best Interest Standard before any product is recommended. If an annuity is not appropriate for a client, the case does not move forward and no product is presented.
Is Annuity.com an MLM?
No. Annuity.com is an Insurance Marketing Organization (IMO). There is no buy-in, no mandatory product purchase, and no pyramid structure. Agents earn commissions on client annuity cases.
Is RAMP available in my state?
RAMP is available to licensed agents across the United States. Specific carrier availability and CE requirements vary by state. Join a Thursday intro call to learn about your state’s specifics.

About RAMP and Annuity.com

RAMP (Reducing Annual Medicare Penalties) is a structured agent program offered by Annuity.com, Inc., an Insurance Marketing Organization (IMO) headquartered in Gilbert, Arizona. The program is designed for licensed Life Insurance agents who currently operate a Medicare practice and want to add annuity sales to their service offering without disrupting their existing CMS-compliant practice.

Annuity.com is differentiated from other IMOs by its comprehensive compensation structure: 100% street-level commission, a Stock Option Program for qualifying agents, annual production bonuses, and an Agency Builder override program. The RAMP program's compliance framework is built around CMS Medicare Marketing Guidelines: all annuity discussions occur in a separate appointment from any Medicare enrollment meeting.

Your clients are already paying the penalty.
Now you can help them stop.

Join RAMP — Reducing Annual Medicare Penalties — for free today, or join us Thursday at 2:00 PM PT / 5:00 PM ET to see it live.

Life Insurance license required to sell annuities. Annuity Suitability CE required per state regulations before selling.
Commission examples are hypothetical illustrations only. Earnings are not guaranteed.
Stock Option Program subject to securities law requirements and separate eligibility agreement.
Annuity.com, Inc.  |  (888) 301-8501  |  2473 S Higley Road, Ste 104 PMB 5189, Gilbert, AZ 85295
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