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 your clients achieve eligibility.
COMPLIMENTARY ELIGIBILITY PROPOSALS
HOW WE WORK
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 within one business day, along with the annuity application.
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 overnight the application and funds to the insurance company.
Within 5-10 business days (in most cases), we receive the annuity contract and immediately forward it to your office.
WHAT'S INCLUDED IN
OUR CASE ANALYSIS?
When you give us your client’s case facts, we’ll develop a tailored solution to achieve Medicaid eligibility. We’ll analyze the information to determine how much your client needs to spend down, what an appropriate annuity would look like, and go over the long-term effects of the plan. To get started, simply request a quote from our team of highly-trained Benefits Planners.
A: We are happy to assist your clients with any questions they may have regarding the annuity purchase; however, the agent is our preferred point of contact throughout this process.
Q: Are you familiar with my state’s regulations?
A: Yes – We are up-to-date on all state-specific case decisions, laws, regulations, and updates.
Q: How do I begin a case with The Krause Agency?
A: Please fill out our online quote request form or download our intake sheet. You can also give our office a call if you prefer to speak with someone. If you’ve worked with us before, you may also directly email the Benefits Planner you’ve worked with in the past.
Q: How can I learn more about Medicaid planning?
A: As the national leader, we take pride in our education services and our position as a thought leader in the elder law industry. Our tireless research allows us to leverage our knowledge into comprehensive, practical educational resources. Visit our “Resources” page for more details on our educational resources.