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When to Purchase a Medicaid Compliant Annuity in the Institutionalized Spouse’s Name

When dealing with a married couple in crisis Medicaid planning, it is easy to assume using a Medicaid Compliant Annuity in the name of the community spouse is the best option.

However, you may be missing out on key opportunities to save your clients even more money.

During the recorded webinar, Krause Financial Services’ President and CEO, Dale M. Krause, J.D., LL.M., explores an alternative annuity strategy for married couples.

He covers:

  • The pros and cons of these different strategies
  • How to take advantage of more favorable beneficiary designation rules
  • Financial implications in a comparative case study

Webinar Recorded: October 18, 2022
Presenter: Dale M. Krause, J.D., LL.M., President and CEO, Krause Financial Services
Duration: 59 minutes

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