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Utilizing an Annuity to Perfect a VA or Medicaid Plan (Audio)


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Out of stock



(Level: Basic)

This session will focus on spend-down strategies to accelerate your client’s eligibility for Medicaid and VA Benefits through the use of Medicaid and VA compliant annuities. You will be led through crisis planning options for both married and single clients. Don’t miss this exciting opportunity to hear from the “Pioneer of Medicaid Compliant Annuities”!

Includes: MP3 audio file and PDF of PowerPoint presentation.

This was 1 of 19 elder law breakout sessions at Symposium 2017.

Recorded live: October 2017, Symposium 2017 (Hollywood, California)

Once your order has been placed, you will find the course in your profile under the MY DOWNLOADS section. Audio and materials for each session are downloadable.