How to Handle Non-Compliant Annuities in Crisis Planning
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Non-Compliant Annuity Webinar
ABOUT THE WEBINAR
Have you ever encountered a senior client whose old annuity prevented their Medicaid eligibility? Our Vice President, Thomas Krause, J.D., takes a deep dive into how existing annuities can impact crisis planning and the solutions available to your clients.
During the webinar, we cover:
- The different types of annuities and how they interplay with the Medicaid program
- Whether these annuities are treated as assets or divestments
- When it's appropriate to sell the annuity on the secondary market
- How the annuity valuation and sale process works
READY TO LEARN MORE?
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
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.