How to Choose an MCA Carrier
As an insurance agent, you understand the importance of choosing an insurance carrier you can trust....
What is a Miller Trust?
To qualify for Medicaid benefits, applicants must meet strict financial requirements, including asse...
The Importance of Deadlines in Fair Hearing Cases: An Example Out of Alabama
It’s no secret that deadlines are crucial, especially in the professional realm. A recent case out...
Does the SECURE Act Affect Your Clients?
A key component of the SECURE Act, which became law earlier this month, involves how beneficiaries c...
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...
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....
Medicare vs. Medicaid: How Do They Help with Long-Term Care?
Do you have clients that are exploring their options for long-term care? If so, chances are you’ve...
Building the Right Relationships: Partnering with a Geriatric Care Manager
Relationship development is the key to generating business regardless of industry. However, too ofte...
RMDs and IRAs: Identifying Options for Inherited Retirement Accounts
When a person inherits an Individual Retirement Account (“IRA”), there is often an initial panic...
