How to Handle Non-Compliant Annuities in Crisis Planning

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How to Handle Non-Compliant Annuities in Crisis Planning

HOW TO HANDLE NON-COMPLIANT ANNUITIES IN CRISIS PLANNING

In crisis planning situations, an existing annuity can spell trouble for your client. But it doesn't have to derail their plan. Find out how tax-deferred and immediate annuities are treated for Medicaid purposes, and learn how you can help clients deal with non-compliant annuities while accelerating their eligibility for benefits.

Inside, you'll discover:

  • What makes an annuity Medicaid compliant
  • How Medicaid treats tax-deferred and immediate annuities
  • Options for handling these annuities in crisis planning
  • Our complimentary annuity valuation service
  • How we help evaluate and sell your client's annuity
How to Handle Non-Compliant Annuities in Crisis Planning

READY TO LEARN MORE?

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 specialists. You'll learn how we can support and guide you through your long-term care planning cases.

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

  • How to deal with your client's non-compliant annuity
  • 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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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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