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Medicaid Planning Referral Service

Get the assistance you need on crisis planning cases and earn a bonus for your referral!


Reliable Crisis Planning Assistance

Don't have the time to devote to learning Medicaid planning? Are you overwhelmed with crisis planning clients? Sometimes, you simply don't have time to take on every client that comes through your office. Let us help!

When you refer a Medicaid planning case to us, we'll pass it along to our strategic partner, and you can rest assured your client is in good hands. Plus, you can decide how involved you want to be AND earn a competitive bonus for the referral!

Reliable Crisis Planning Assistance
  •   Respite from a high client caseload
  •   The choice between 2 levels of involvement
  •   A competitive referral bonus
  •   Peace of mind your client is taken care of

Choose Your Level of Involvement


If you'd like to stay involved in the spend-down process and help your client purchase a Medicaid Compliant Annuity, you can refer just the Medicaid application.


If you don't have time to handle any part of the Medicaid plan, spend-down, MCA purchase, or application, our partnered service provider will take care of the entire process, from start to finish.

How It Works

  1. To get started, simply contact our office.
  2. You complete the client intake form to provide details about the case.
  3. We help determine if crisis planning is the right fit for your client's situation.
  4. We connect you or your client with our strategic partner.
  5. Our partner handles either the entire crisis plan or just the Medicaid application.
  6. You earn a bonus for your referral.
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 agents like 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