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Using Medicaid Compliant Annuities to Plan for Single Clients

Join Krause Financial Services President and CEO Dale Krause, J.D., LL.M. as he dives into planning for single clients when they’ve entered a nursing home. He’ll show you how to accelerate their eligibility for Medicaid benefits and save some of their assets using a key crisis planning tool: a Medicaid Compliant Annuity. This webinar will also include real-life case studies and a live Q&A session with the audience.

Participants will learn how a Medicaid Compliant Annuity can be used to help their single clients accelerate their eligibility for Medicaid. They’ll also learn to identify the crucial factors in implementing an MCA plan and the economic results it has on their clients.

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