REQUEST A TAILORED QUOTE OR PROPOSAL
FOR YOUR CLIENT
We offer a variety of long-term care solutions to fit your client's needs. From quick product quotes to comprehensive Medicaid planning strategies, we've got you covered. All quotes, proposals, and guidance are complimentary with no obligation to proceed. Choose an intake form below to get started.
QUICK & EASY ANNUITY QUOTE
QUICK QUOTE
MEDICAID COMPLIANT ANNUITY
If you already know the term length and premium amount of the Medicaid Compliant Annuity you need, use this simple form to obtain a quick annuity quote.
CUSTOM CRISIS PLANNING STRATEGY
COMPREHENSIVE PROPOSAL
MEDICAID COMPLIANT ANNUITY
If you’re unsure how to structure a Medicaid Compliant Annuity or you’d like a full, complimentary analysis of your client’s situation, use one of our comprehensive quote options below. These forms require specific client data, such as information regarding assets, income, and cost of care in order to provide a custom plan for eligibility. This quote includes:
- A detailed proposal outlining a strategy to accelerate Medicaid eligibility;
- A custom annuity recommendation specific to your client’s needs; and,
- The economic results of the plan.
Single Person
Married Couple
Institutionalized Couple
PROACTIVE PLANNING FOR HEALTHY SENIORS
PRE-PLANNING TOOL
LONG-TERM CARE INSURANCE
If your younger, healthy client is taking a proactive approach to a potential nursing home stay, Long-Term Care Insurance is the best way to pre-plan. Use our comprehensive intake form to obtain quotes for this powerful tool and you’ll be contacted by an LTCI Advisor within our office to discuss your client’s options.
QUICK SOLUTIONS FOR A COMPLEX ASSET
PRE-EXISTING ANNUITY
NON-COMPLIANT ANNUITY VALUATION
It is common for seniors applying for Medicaid to own an existing annuity that will make them ineligible for benefits. In these cases, we will review and value your client’s contract. If it can be sold on the secondary market, we buy it for cash, giving your client access to quick funds for Medicaid planning. Plus, referring agents earn 5% commission on the sale.
STAPLE PRODUCTS IN ANY MEDICAID PLAN
SUPPLEMENTARY PRODUCTS
IRREVOCABLE FUNERAL EXPENSE TRUST
An Irrevocable Funeral Expense Trust is a small whole life insurance policy assigned to a funeral trust controlled by the insurance company and provides competitive commissions for agents. For Medicaid purposes, this contract is an exempt asset as long as its face value is below the state-specific limitation. Upon the owner’s death, the funds can be used to pay for funeral and burial expenses.
SIMPLE PRODUCT TO PROTECT ASSETS
SUPPLEMENTARY PRODUCTS
WHOLE LIFE INSURANCE POLICY
Funded with a single premium, a Whole Life Insurance Policy is an insurance contract that is guaranteed issue and remains with the owner through death. A small policy is considered an exempt asset for Medicaid purposes, and owners can name their own death beneficiary. Get a quick quote by filling out the form linked below.
