An Introduction to Medicaid Compliant Annuities

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MEDICAID COMPLIANT ANNUITY
WHITE PAPER

AN IN-DEPTH LOOK AT MEDICAID COMPLIANT ANNUITIES

Delve into the Medicaid Compliant Annuity (MCA), a revolutionary spend-down tool designed to accelerate your client's eligibility for benefits while boosting your revenue in the process. With this comprehensive white paper, you'll learn how to use this innovative product to enhance your business and help more senior clients get the benefits they deserve.

Inside, you'll discover:

  • Requirements to ensure compliance
  • Options for funding the annuity
  • Situations when an MCA is appropriate
  • The importance of working with an attorney
  • How you can get paid selling MCAs
Your Comprehensive Introduction to Medicaid Compliant Annuities

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Meet with a Medicaid Compliant Annuity Specialist

If you're ready to take the next step, schedule a time to meet with one of our Medicaid Compliant Annuity specialists. You'll learn just how this innovative product fits into your practice.

Schedule a Discovery Call with our in-house advisors to discuss topics like:

  • How to add Medicaid Compliant Annuities to your business
  • Strategies for a specific long-term care planning case
  • Tips for working with an attorney on crisis planning cases
SCHEDULE A DISCOVERY CALL

ABOUT THE KRAUSE AGENCY

We are a national wholesaler of Medicaid Compliant Annuities and other insurance products designed for the senior market. We help agents like you offer meaningful solutions for elderly clients facing a long-term care stay while boosting your revenue in the process. In addition to our products, we provide specialized support and resources to enhance your business. We act as your back office, helping you stay up to date on everything from changing Medicaid regulations to marketing and prospecting trends.

WE OFFER

ESSENTIAL RESOURCES

  • State-Specific Resources
  • Online Video Training Library
  • eAcademy Live Webinar Series
  • Walkthrough Client Case Studies
  • and more.
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WE OFFER

POWERFUL PRODUCTS

  • Medicaid Compliant Annuities
  • Long-Term Care Insurance
  • Funeral Expense Trusts
  • Tax-Deferred Annuities
  • and more.
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WE OFFER

CUSTOM SERVICES

  • Crisis Medicaid Case Analysis
  • Long-Term Care Insurance Consultation
  • Expert Testimony and Litigation Support
  • Valuation of Non-Compliant Annuities
  • and more.
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