The Krause Agency is a national wholesaler of insurance products used in the elder care industry. As an affiliate to Krause Financial Services, our pioneering, attorney-led firm specializes in educating and advising insurance agents in crisis Medicaid planning for their senior clients.
WHAT WE OFFER
We offer specialty products, unparalleled service, and exclusive resources to help you succeed in planning. We work hard so you can feel comfortable helping your senior clients find a financial solution to their long-term care needs.
SPECIALTY
PRODUCTS
Not just any annuity will do. Our products are successful in achieving long-term care solutions.
UNPARALLELED
SERVICE
From initial case analysis to death claim support, we are with you every step of the way.
EXCLUSIVE
RESOURCES
In addition to the products, we provide the education and training needed to use them effectively.
HOW WE HELP
Most agents and financial advisors don’t know how to help their senior clients facing a nursing home stay, and that’s where we come in. We provide the products, support, and education you need to help your clients escape financial duress and qualify for government benefits.
INDUSTRY-LEADING RESOURCES
When you work with us, you can rest easy knowing you’re working with the experts. We provide you with the resources you need to become an expert, too. From state-specific Medicaid planning materials to our popular eAcademy webinar series, we offer the invaluable tools you need to master the industry.
PERSONALIZED DASHBOARD
Create Your FREE Agent Access Account and you’ll get access to your personal dashboard that holds essential planning resources.
eACADEMY WEBINARS
eAcademy is our live webinar series built for agents. Every month we have experts bring you real solutions, case studies, and live Q&A sessions.
VIDEO TRAINING LIBRARY
We’ve taken top industry questions and our experts explain them in our video series. Watch for planning tips, advice, and insider knowledge.
OUR LATEST AGENT GUIDE
This comprehensive guide is a must-have for agents. It includes Medicaid basics, annuity planning information, and additional resources for success.
WALKTHROUGH CASE STUDIES
See our most popular MCA strategies in action with our comprehensive case studies. No matter your client’s situation, we have the solution.
STATE-SPECIFIC RESOURCES
When it comes to crisis planning, your state’s specific rules are key to achieving the best result. We’ve compiled your state’s Medicaid planning figures and Medicaid manual for easy access.
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GET INSTANT ACCESS TO OUR EXCLUSIVE RESOURCES!
When you sign up for your FREE account, you'll get INSTANT ACCESS to our full webinar library, our Agent Guide, walkthrough case studies and state-specific resources.
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HOW WE WORK TOGETHER
Schedule a Free Client Demo
If you’re ready to learn more about incorporating Medicaid planning into your business, book a free consultation with one of our experts. From a quick phone call to a detailed strategy session, this demo is tailored to fit your needs (and your schedule).
EARN MORE WITH
AGENT ADVANTAGE
A new way for independent agents to get paid on short-term annuities.
Short-term annuities (annuities less than 60 months in length) provide little to no commission. That’s why we’ve developed a compensation program for independent agents. Agent Advantage makes it easier for you to get the payment you deserve without jumping through hoops.
WE'RE WITH YOU EVERY STEP OF THE WAY
When you work with us, you’re not alone.
We support our agents through every stage of the planning process. From initial case analysis to contracting and death claims, we are here to help you and your senior clients. No question is too small and no problem is too big for us to handle. We’ve got you covered from start to finish.
WHAT OUR AGENTS ARE SAYING
We have been working with Krause Financial for more than a decade. Krause’s office has been instrumental in facilitating our Medicaid planning process. Whenever we have a complicated plan, Krause is there to help answer our questions with unsurpassed knowledge and professionalism. We greatly appreciate our relationship, and it has been mutually beneficial for a long time. Krause is a valuable asset to our practice.
Joshua M. Barron, JD, AIF
JMB Financial Services Group
The Krause Agency is wonderful to work with. When you are engaged in highly technical elder law strategies, it’s important to know that everyone is on the same page and has the background to execute the plan correctly on a timely basis. It’s a team effort which requires a strong supporting cast when engaging in Medicaid or VA benefit planning. That’s why we work exclusively with The Krause Agency.
John D. Hale
Attorney at The Hale Law Firm, P.C.
I have been working with The Krause Agency for 7-8 years now. I have found them to be easy to work with. Their staff is very knowledgeable regarding the Medicaid rules. Customer service and follow-up are very important to me, and the staff at Krause always returns phone calls and replies back to emails in a timely fashion. They are a pleasure to work with
Joe Hamel
President of Hamel Advisory Services, LLC
I have been working with The Krause Agency for over 2 years now in conjunction with some of the top elder law attorneys in Northeast Ohio. I would recommend The Krause Agency to any agent looking to work with elder law attorneys that need Medicaid compliant annuities. The staff is top notch and makes the process a breeze.
Craig Hannus
Ohio Insurance Agent
In the last two years I have used Krause Agency for ELCO Medicaid Compliant Annuities. I have found Krause Agency "Truly Outstanding" in the area of Agent Support.
Edgar Wilde
Life Insurance Broker
OUR BLOG
Beyond providing the products, we provide you with breaking news and blog posts to help you keep up on the industry. Use our resources to gain a better understanding of crisis Medicaid planning, how to use annuities appropriately, and the elder care field.
Does the SECURE Act Affect Your Clients?
A key component of the SECURE Act, which became law earlier this month, involves how beneficiaries can withdraw funds from...
Using the “Name on the Check Rule” to Qualify for Medicaid with an IRA
The intricacies of Medicaid eligibility can make it difficult to formulate a clear-cut plan for your client’s specific situation. Fortunately,...
The Importance of Working with an Elder Law Attorney for Medicaid Compliant Annuities
As an insurance agent, you are well-versed in the products and financial aspects of crisis planning. Although you are equipped...
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