The Krause Agency is a national wholesaler of insurance products used in the elder care industry. We are an affiliate to Krause Financial Services, a pioneering, attorney-led firm that specializes in educating and advising insurance agents who are conducting crisis Medicaid planning with their senior clients.
WHAT WE OFFER
We offer specialty products, unparalleled service, and exclusive resources to help you grow your business and achieve success. We exist to help you develop financial solutions that work for your clients’ 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 our products, we provide the education and training needed to use them effectively.
HOW WE HELP
If you aren’t sure what to do for your senior clients facing a nursing home stay, we can help. We provide the products, support, and education you need to help your clients escape financial duress and find a solution to pay for long-term care.
INDUSTRY-LEADING RESOURCES
When you work with The Krause Agency, you know you’re working with the best. We are committed to providing you the education and resources you need to become an expert. From state-specific Medicaid planning materials to our popular eAcademy webinar series, we offer the essential tools you need to master the industry.
PERSONALIZED DASHBOARD
Create Your FREE Agent Access account, and you’ll get access to a personal dashboard that is home to exclusive planning resources.
eACADEMY WEBINARS
Our live eAcademy webinar series focuses on solving challenges agents face with their senior clients. Join us each month for real solutions, case studies, and Q&A with the experts.
VIDEO TRAINING LIBRARY
Designed to bolster your growth, our videos break down complex topics into straightforward and understandable concepts.
OUR LATEST AGENT GUIDE
This comprehensive guide is a must-have for agents, since it includes Medicaid planning basics, annuity strategies, and additional resources for success.
EXCLUSIVE WHITE PAPERS
Gain in-depth insight into key topics that affect growing your business successfully. Topics range from nurturing referral relationships to the specifics of Medicaid Compliant Annuity planning.
STATE-SPECIFIC RESOURCES
When it comes to crisis planning, your state’s specific rules are key to achieving the best result. We’ve compiled state Medicaid planning figures and Medicaid manuals for easy access.
CREATE YOUR FREE ACCOUNT &
GET INSTANT ACCESS TO OUR EXCLUSIVE RESOURCES!
When you sign up for a free Agent Access account, you can take advantage of exclusive resources, such as our full webinar library, Agent Guide, real-life case studies, and state-specific resources.
HOW WE WORK TOGETHER
Schedule a Discovery Call
If you want to know more about incorporating long-term care planning into your business, book a free consultation with one of our experts. You’ll learn how The Krause Agency acts as your partner throughout the process, whether it be through planning guidance, marketing support, or finding new clients. In short, you tell us your pain points, and we’ll tell you how we can help solve them.
EARN MORE WITH
AGENT ADVANTAGE
A new way for agents to get paid on short-term annuities.
Short-term annuities provide little to no commission. That’s why we’ve developed a compensation program for agents. Agent Advantage makes it easier for you to get the payment you deserve without charging your client multiple fees.
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 our products and services, we aim to provide up-to-date information on what’s happening in the elder care and Medicaid planning space. Stay tuned to our blog for posts centered around crisis Medicaid planning, using annuities appropriately, and other industry-related topics.
What to Expect from the Secondary Annuity Market
If you have a senior client who is looking to qualify for Medicaid, an existing annuity may post a problem....
MassHealth Update: State Must Be Named Beneficiary on Community Spouse Annuities
Recently, a trial court in Massachusetts maintained that MassHealth must be named the primary beneficiary on annuities purchased by the...
SEO Best Practices for Agents and Advisors
If you’re looking to enhance your online presence and take advantage of essential digital marketing opportunities for your business, Search...
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