YOUR PARTNER IN LONG-TERM CARE PLANNING
We are committed to helping you as you guide your clients. And we do more than offer products—we serve as your go-to resource for elder care planning.
Based on your client’s unique case facts, we can develop a custom solution using a Medicaid Compliant Annuity, even if they are already in a nursing home. We will provide a strategy and proposal outlining your client’s steps toward Medicaid eligibility.
EXPERT TESTIMONY AND
We stand behind our products and will provide the necessary guidance and support should your client’s case be misunderstood and result in a Medicaid denial. Our main priority is helping your clients gain eligibility for the benefits they deserve.
VALUATION OF NON-COMPLIANT ANNUITIES
Many seniors who apply for Medicaid own an existing annuity that can spell trouble for Medicaid eligibility. We will review your client’s non-compliant annuity contract and determine its value on the secondary market.