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Certified Medicare Insurance Planner™, DBA
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.
"CMIP®, CMIS™, CMIR™, Certified Medicare Insurance Planner™, Certified Medicare Insurance Specialist™, and Certified Medicare Insurance Representative™ are all owned by the parent company of Certified Medicare Insurance Planner™, DBA, The Life Man®, LLC, and authorizes the use of by individuals who have met Certified Medicare Insurance Planner™, DBA administration’s initial and ongoing certification requirements.” The Federal Government, CMS, and Medicare do not affiliate with or endorse ANY professional designation, which would include the CMIP®, CMIS™, and CMIR™ designations.
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
Our CMIP®, CMIS™, and CMIR™ designations are more than just letters placed behind your name. We are a community of professionals that strive for excellence in what we do. Professional agents that possess our core "K.E.E." fundamentals of Knowledge, Ethics, and Experience.
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.
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Our premier, professional designations have been determined, by state insurance department legal counsel, to be compliant with the National Association of Insurance Commissioners Model Regulation 278-1 on the use of senior-specific certifications and professional designations. Our CMIP® designation has been determined, by FINRA®, to be appropriate for listing on FINRA's database for professional designations. Don't risk making potentially fraudulent claims by bestowing a false designation upon yourself, which is illegal and unethical. Just because you've passed CMS-required annual training, doesn't mean you can call yourself a Medicare Certified...anything. You have only received authorization to be able to sell MA/PDP plans for that plan year. Our CMIP®, CMIS™, and CMIR™ designations are legitimate professional designations exclusively for the experienced and ethical MA/MedSupp/PDP-producing health agent.
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Upon approval, you are allowed to place our CMIP®, CMIS™, and CMIR™ designation letters behind your name indicating your professional designation membership. Maintain your designation by annually uploading proof of your MA/PDP certification, remaining in good standing with your resident state insurance department, abiding by our Code of Ethics/Violation Policy/Agreements document, and paying your annual renewal fee.
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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.
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You may initiate a press release which will include using specific verbiage provided by Certified Medicare Insurance Planner™, DBA Administration.
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You may use our official CMIP® , CMIS™, or CMIR™ logo (whichever you qualify for) in your marketing pieces, websites, storefronts, etc., 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, and that you use according to the guidelines written in our Code of Ethics/Violation Policy/Agreements document (The CMIP Logos are not available for use by CMIR™ or CMIS™ designation holders.)
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Although the professional designation industry is not regulated by CMS or Medicare, we keep abreast of changes in Medicare marketing guidelines and how it could affect the use of our trademarks, to help keep you compliant with Medicare marketing rules. Our designations are not agency names, they are professional designations and would not fall under certain states recent restrictions on using Medicare in agency names as long as you follow our rules and regulations in our Code of Ethics/Violation Policy/Agreements document.
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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:
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Class A / 7 years each of annual certification and resident state health license.
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Class AA / 10 years each of annual certification and resident state health license.
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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 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 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.
"CMIP®, CMIS™, CMIR™, Certified Medicare Insurance Planner™, Certified Medicare Insurance Specialist™, and Certified Medicare Insurance Representative™, are all owned by the parent company of Certified Medicare Insurance Planner™, DBA, The Life Man®, LLC, and authorizes the use of by individuals who have met Certified Medicare Insurance Planner™, DBA administration’s initial and ongoing certification requirements.” The Federal Government, CMS, and Medicare do not affiliate with or endorse ANY professional designation, which would include the CMIP®, CMIS™, and CMIR™ designations.