How to Navigate Transfers and 1035 Exchanges
In this eAcademy webinar, our President and CEO will explore how to fund tricky assets like retirement accounts and non-qualified annuities into a Medicaid Compliant Annuity. He'll discuss the options to transfer these assets, potential pitfalls, and best practices every agent should know.
How to Use Your 2021 Desk Reference
Are you ready to tackle crisis Medicaid planning cases in 2021? If so, we have a resource you're going to want to get your hands on. Join The Krause Agency's Vice President, Thomas Krause, J.D., as he walks you through our most popular planning tool - the Medicaid Desk Reference.
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