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.
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
To get started, simply contact our office.
The funeral professional provides some basic case facts.
We schedule a phone screening with the family.
The Medicaid specialist works with the family to establish a plan.
The funeral home is paid for the referral.
The funeral home achieves brand loyalty and market differentiation.
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.
APPLY FOR AGENT ADVANTAGE TODAY!
Agent Advantage is an exclusive program for all active agents from The Krause Agency. To see if you qualify, complete the short application form below and a member of our team will provide you the necessary enrollment paperwork. If you have any questions about the program or this form, please contact our office directly at (800) 255-1932.