INSTANT DOWNLOAD: “Medicaid 101: The Basics”

Want to Add a Lucrative Planning
Area to Your Practice?

Consider Adding Medicaid Planning!

Incorporating Medicaid Planning into your practice can be an extremely rewarding move, but where do you even begin trying to learn the program’s strict rules?  If you’re thinking about adding Medicaid to your practice, it would be important to understand the basics of this very complex program.

This is why we’ve brought in Krause Financial Services’ Senior Relationship Manager, Aaron Kempen, to put together this practical presentation entitled, “Medicaid 101: The Basics”.

During this 43-minute  presentation, Aaron will cover:

• An overview of the Medicaid program and a look at the Medicaid requirements, including:
  • Non-financial eligibility
  • Income regulations on institutionalized individuals and community spouse
  • Asset regulations, including exempt assets and treatments of IRAs, real estate, annuities, trusts
  • Asset limitations for institutionalized individualize and community spouse
  • Minimum and Maximum Community Spouse Resource Allowance (CSRA)
• What is a divestment and how is it used in Medicaid?
• • The lookback period
  • The penalty period
  • The Divestment Penalty Divisor
• How to accelerate eligibility for Medicaid purposes
• A look at the Medicaid Compliant Annuity and how it can help your Medicaid clients

Your purchase includes an instantly downloadable video and audio recording and PDF handout materials.  A PDF transcript is available as an add-on for an additional fee.