Our Crisis Medicaid Case Analysis is completely complimentary with no obligation necessary. Our goal is to help you and your clients weigh the options for Medicaid eligibility so you can make a well-informed decision. A fee may be due in the event that your client decides to proceed with the annuity plan, but any applicable fees will be outlined in the original proposal provided by our office. Fees are based on the premium amount and term of the annuity being purchased.

In every case analysis, we will include a Medicaid Compliant Annuity as part of the spend-down plan for Medicaid eligibility. To learn more about this innovative crisis planning tool, visit our Medicaid Compliant Annuity page. We may also recommend other insurance products to further spend down your client’s assets. These products may include Irrevocable Funeral Expense Trusts, Whole Life Insurance Policies, and Long-Term Care Insurance if a healthy community spouse is involved. For a complete list of our products and their descriptions, go to our Products page.

In the event of a Medicaid denial, we can help. Simply send us a copy of all supporting documentation for review. Most denials can be remedied at the caseworker level; however, should your case require a Fair Hearing, our in-house legal staff can provide Fair Hearing assistance and expert testimony at no cost.

Our support doesn’t end once the annuity is purchased. If your client predeceases the annuity term, we can assist with the death claims process. Simply notify our office and provide us a death certificate. If the state Medicaid agency was listed as a beneficiary, we will work directly with the agency to determine the amount and settle the claim.

Create your own free Agent Access account to gain access to a variety of exclusive Medicaid planning resources, including state-specific figures, informational videos, webinar recordings, educational White Papers, and so much more. Sign up today!