Medicaid Opportunity for Funeral Directors

Enhance your preneed offerings by helping families protect more assets and obtain financial assistance.

Dependable Medicaid Planning Assistance

For clients facing a nursing home stay, you can offer them a solution that preserves their hard-earned savings and accelerates their eligibility for Medicaid benefits. Through a seamless referral process, we will work with your clients to maximize their funeral contracts and strategically pass their assets to family, all while remaining in compliance with Medicaid.

When you refer a funeral planning case to us, we'll pass it along to our strategic partner, and you can rest assured
your client is in good hands.

Reliable Crisis Planning Assistance
  • Brand loyalty and market differentiation for your funeral home
  • Peace of mind your client is taken care of
  • A competitive referral bonus

Choose Your Level of Involvement

NOT SO INVOLVED

Refer your crisis Medicaid planning business to our office, and we'll handle the case directly with the client. For your referral, we'll provide you with a cut of the sale.

INVOLVED

Add the Medicaid Compliant Annuity to your funeral home offerings, and we'll provide you with the training, resources, and support you need to sell MCAs directly through your business.

How It Works

  1. To get started, simply contact our office.
  2. The funeral professional provides some basic case facts.
  3. We schedule a phone screening with the family.
  4. The Medicaid specialist works with the family to establish a plan.
  5. The funeral home is paid for the referral.
  6. The funeral home achieves brand loyalty and market differentiation.
How It Works

About The Krause Agency

We are a national wholesaler of insurance products designed for the senior market, including Medicaid Compliant Annuities, Long-Term Care Insurance, and Funeral Expense Trusts. We also provide educational resources, valuable planning tools, and back-office support for each case. In short, we help you provide meaningful solutions to clients facing a long-term care stay.

Allow us to help you streamline your long-term care planning cases and boost your revenue.

30+ years of experience
800+ active agents
20+ professionals on staff
$400M premium written annually