INSTANT DOWNLOAD: “Using Annuities to Accelerate Medicaid Eligibility”

A Powerful (and Overlooked) Tool to Help Clients
Accelerate Medicaid Eligibility

If you’ve ever had a client come to you in the face of a Medicaid crisis situation, you know how complicated the spend-down process can be to help accelerate Medicaid eligibility.  What if there was a better solution?

Well, there is and this is why we’ve brought in the experts in crisis Medicaid planning, Krause Financial Services.

Whether you’re a financial advisor, attorney, CPA or other advisor, you will want to tune into this presentation by Senior Relationship Manager, Aaron Kempen, entitled, “Using Annuities to Accelerate Medicaid Eligibility”.

During this 60-minute 2-part presentation, Aaron will cover and include the following:

• What is a “Medicaid Compliant Annuity” (or “MCA”) and how can an MCA help single and married clients accelerate their Medicaid eligibility, while also still preserving assets in the process
• What are the 5 main requirements that an annuity must meet to be considered “Medicaid compliant”?

• What are the economic benefits of using an MCA
• How to properly structure and properly time an MCA for a single client

• An in-depth case study so you can better understand and educate yourself on MCAs and how they work and help your clients!

Your purchase includes an instantly downloadable video and audio recording and PDF handout materials for both parts—Single and Married clients (60 minutes total). You get all of this and more for you and your office to use at the low price of $149. A PDF transcript is available as an add-on for an additional fee.