About Us /

Certified Medicare Insurance Planner™   

The CMIP® , CMIS™, and CMIR™ professional designations have been reviewed and approved by a state insurance department legal counsel as being in compliance with the National Association of Insurance Commissioners, Model Regulation 278-1, on the use of senior specific certifications and professional designations.
Currently not available to resident agents operating in California and Connecticut.                         

The CMIP®   professional designation has been determined by FINRA® to be appropriate for listing on the FINRA®  website database for professional designations.

Go to: https://www.finra.org/investors/professional-designations/cmip for more information.


Certified Medicare Insurance Planner™, DBA is a Professional Designation and Credentialing Organization for the Insurance industry. We are not an Agency, FMO, or IMO. Our Professional Designation Holder Members do not solicit insurance business through Certified Medicare Insurance Planner™, DBA.

To verify CMIP® , CMIS™, or CMIR

certification of one of our member

designation holders, or to file a complaint, call (833)FOR-CMIP

or email a request, or a complaint to

info@certifiedmedicareinsuranceplanner.org

 

How to qualify for the CMIP®, CMIS™, and CMIRDesignations:

  • Must be an actively licensed health insurance agent that has been health licensed for at least 7 years for CMIP® , 5 years for CMIS™, 3 years for CMIR™, and in good standing with your resident state insurance department.

  • Must have passed at least 7 years of AHIP or Carrier MA/PDP certification for CMIP®, 5 years for CMIS™, and 3 years for CMIR™ 

  • Must have high, ethical, personal and business standards.

  • Click on the Apply/Join page of this website and fill out the application.

  • Upload a copy of your active resident insurance license in good standing.

  • Upload proof of your AHIP certification, or Carrier MA/PDP certification, 7 years for CMIP®, 5 years for CMIS™, and 3 years for CMIR™.

  • Once we receive your documentation, we will begin our verification and vetting process, and verify that you are in "good standing" with your resident state insurance department.

  • You will be notified by email if you have qualified, or have not qualified, for the CMIP®, CMIS™, or CMIR™ designation.

  • If qualified, pay your first year member fee; download, sign, and return the Ethics/Violation/Agreements document.

  • You will receive your designation confirmation by email. 

  • Maintain your designation by: paying your annual renewal fee, uploading proof of your annual MA/PDP certification, remaining in good standing with your resident state insurance department, and abiding by our Code of Ethics/Violation/Agreements Policy.

  • After obtaining your CMIR™ or CMIS™ designation, and you qualify for an advanced designation (i.e., going from CMIR to CMIS, or from CMIS to CMIP), as long as you are a currently active designation holder with us, if approved, you pay only $125, instead of the normal initial membership fee for that advanced designation. The annual renewal fee will still apply.

     

      Note: If you can not prove 7 years of certification for the CMIP®, we have our own extensive testing that is available for a fee. As long as you have at least 6 years of certification, and have obtained your CMIS™, you can take our comprehensive testing for one year credit of equivalent certification as long as you have been licensed at least 7 years as a health insurance producer, in good standing. Call for details.                   

CMIP® ,CMIS, and CMIR™   are the premier professional designations for Medicare Advantage and Medicare Supplement/PDP producers.

To qualify for the CMIP® ,CMIS, and CMIR

designations, we take into account the years of experience, training, education, testing, ethics, and certification of a licensed health agent in good standing with their resident state insurance department.                                

 

All CMIP® CMIS, and CMIR Designation Holders must adhere to our high ethical standards.

CMIP®CMIS, and CMIP  Member Benefits:

Note: The term member refers to those who have received their CMIP®,CMIS™, and CMIR™ designations. Member certificants do not have voting rights for the organization.

  • ​You are allowed to place your CMIP® & CMIS™, and CMIR™ designations behind your name indicating your professional designation membership, as long as you maintain your designation by paying your annual renewal fee, uploading proof of your annual MAPD certification, remain in good standing with your resident state insurance department, and abide by our Code of Ethics policy.

  • You will receive a CMIP® , CMIS™, or CMIR™ certificate that you can frame and place on your office wall as long as you maintain your annual membership. 

  • You may initiate a press release which will include using specific verbiage provided by Certified Medicare Insurance Planner™, DBA Administration.

  • You may use our official CMIP® CMIS™, or CMIR™ logo (whichever you qualify for) in your marketing pieces and in your storefronts as long as your name is adjacent to the logo and you do not imply or infer that Certified Medicare Insurance Planner™ is the name of, or associated with, your company. (The CMIP Logos are not available for use by CMIR™ or CMIS™ designation holders.)

  • You will be entered into our membership database for clients, hiring managers, or anyone else, to prove your CMIP® ,CMIS™, or CMIR designation.                                            Note: You will be removed from our database and you will no longer be able to use the CMIP® ,CMIS™ , or CMIR™ designation, in any capacity, if you do not maintain your annual membership by sending in your annual AHIP or  Carrier MA/PDP certification, paying your annual renewal fee, remaining in "good standing" with your state resident insurance department, and abiding by our  Code of Ethics/Violation/Agreements Policy. Your annual AHIP or carrier certificate and your annual renewal fee is due the first day of your anniversary month. There is a 30 day grace period beyond that. After the grace period has expired your designation will be revoked.

Levels of CMIP® designation:

  1.  Class A / 7 years each of annual certification and resident state health license. 

  2. Class AA / 10 years each of annual certification and resident state health license.

  3. Class AAA / 15+ years each of annual certification and resident state health license

       *All levels contingent upon maintaining your membership in good standing.

The CMIP® , CMIS™, and CMIRprofessional designations have been reviewed and approved by a state insurance department legal counsel as being in compliance with the National Association of Insurance Commissioners, Model Regulation 278-1, on the use of senior specific certifications and professional designations.

Currently not available to resident agents operating in California and Connecticut.

The CMIP®   professional designation has been determined by FINRA® to be appropriate for listing on the FINRA®  website database for professional designations.

Go to: https://www.finra.org/investors/professional-designations/cmip for more information.

 

Certified Medicare Insurance Planner™, DBA is a Professional Designation and Credentialing Organization for the Health Insurance industry. We are not an Agency, FMO, or IMO. Our Professional Designation Holder Members do not solicit insurance business through Certified Medicare Insurance Planner™, DBA.