A LONG-TERM CARE PLAN FOR EACH UNIQUE CASE
We offer guidance for agents across the country as they develop long-term care plans for their clients. We review your client’s unique case facts and create a comprehensive proposal to accelerate eligibility for benefits using a Medicaid Compliant Annuity.
YOU CAN TRUST
Whether you're new to the elder care industry or you're a crisis Medicaid planning expert, you can trust us to provide the tools and resources you need to succeed. Our proven and effective strategies will help accelerate Medicaid eligibility for your clients.
COMPLIMENTARY ELIGIBILITY PROPOSALS
HOW YOU CAN WORK WITH US
Provide your client's case facts via e-mail, phone call, or our online quote request tool.
Upon receiving the necessary information, a Benefits Planner will provide you a comprehensive proposal along with the annuity application within one business day.
When your client is ready to proceed, simply send us the executed application and funds.
After we ensure the annuity meets all federal and state regulations, we will send the application and funds to the insurance company immediately.
Within 5-10 business days (in most cases), we receive the annuity contract from the insurance carrier and immediately forward it to your office.
WHAT'S INCLUDED IN
OUR CASE ANALYSIS?
The goal of our Crisis Medicaid Case Analysis is to develop a tailored solution for your client’s Medicaid eligibility. After you provide the case facts, we will determine your client’s target spend-down amount and ideal annuity structure, and we’ll provide the long-term effects of the plan. To get started, simply request a quite from our team of highly trained Benefits Planners.
READY TO GET STARTED?
Request a tailored quote or proposal for your client's case.