EXPAND YOUR PLANNING EXPERTISE—AND YOUR BUSINESS!

AGENT EDUCATION VIDEO SERIES

Are you looking to expand your Medicaid planning expertise? If so, you’re in the right place! Register for our educational video series to get an overview of the Medicaid program and discover Medicaid planning strategies to help you grow your business. Plus, you’ll get a refresher on what to expect when you work with us here at The Krause Agency.

WHAT YOU'LL GET

  • 3 comprehensive chapters
  • 5-12 videos per chapter
  • 3-5 questions after each video
ENROLL NOW

* An Agent Access account is required to view this course.
Register for an account here.

Work at your own pace
Don't worry—you can use as many quiz attempts as you need, and you won’t be docked any points!

AN ENGAGING TRAINING EXPERIENCE

  • In-Depth Videos
  • Interactive Quizzes
  • Save Your Progress
  • Guided Experience
Don't worry—you can use as many quiz attempts as you need, and you won’t be docked any points!

SELF-PACED TRAINING

We understand that you lead a busy life. That’s why we want to make it as easy as possible for you to work through this training series at your own pace. We’ll save your spot, so when something pulls you away, you can come back later and pick up where you left off.

  • Work at your own pace
  • Bookmark your spot for later
Training Platform

READY TO GET STARTED?

HERE'S HOW IT WORKS

1

Enroll in the onboarding course here.

1

Get a link to the course platform via email.

1

Sign into the interactive training via Agent Access.

1

Start the course and work through it at your own pace.

Agent Education Video Topics

3 COMPREHENSIVE CHAPTERS | 5-12 VIDEOS PER CHAPTER | 3-5 QUESTIONS AFTER EACH VIDEO

3 COMPREHENSIVE CHAPTERS
5-12 VIDEOS PER CHAPTER
3-5 QUESTIONS AFTER EACH VIDEO
Chapter 1

CHAPTER 1: Working with Krause & Agent Resources

Start off with an overview of what it’s like to work with The Krause Agency, including our history and what we do. Then, find out how to start a case with us and discover the importance of working with an attorney, especially for your Medicaid planning cases. Learn how you can earn compensation and fees with us and get a better idea of the essential resources we offer to enhance your business.

VIDEO DESCRIPTIONS
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Chapter 2

CHAPTER 2: Introduction to Medicaid & Medicaid Planning

Get a basic summary of the Medicaid program, including how it can help seniors afford the long-term care they need, whether they’re planning ahead or already in a care facility. Then, delve into Medicaid’s eligibility requirements, including the non-financial constraints as well as income and asset qualifications. Discover Medicaid’s spousal impoverishment standards, including the Monthly Maintenance Needs Allowance and Community Spouse Resource Allowance. Move on to the lookback period and penalty period and find out how divestments can impact Medicaid eligibility. And finally, learn about completing the Medicaid application and how to handle the estate recovery process.

VIDEO DESCRIPTIONS
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Chapter 3

CHAPTER 3: Medicaid Compliant Annuity Strategies

Learn about the Medicaid Compliant Annuity (MCA), a powerful planning tool designed to accelerate Medicaid eligibility, as well as strategies for using MCAs with clients. Dive into some of the most common MCA plans for both married couples and single people, including real-life case studies. And wrap up with a strategy overview for dealing with tricky assets like IRAs and non-compliant annuities.

VIDEO DESCRIPTIONS
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Ready to get started?

Sign up now to get started, and you’ll be one step closer to expanding your Medicaid planning expertise!

REGISTER NOW!