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Planning for a Single Individual

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Planning for a Married Couple
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Planning for a Married Couple
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Planning for a Single Individual

Presented By: The Krause Agency

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A Medicaid Compliant Annuity (MCA) is a simple spend-down tool for accelerating eligibility for Medicaid. Learn about our two main planning strategies for single individuals—the Gift/MCA Plan and the Standalone MCA Plan—as well as recommendations for helping your client choose the right strategy.

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More videos from the Krause Basics Series:
The Medicaid Penalty Period
3:07
The Medicaid Penalty Period
Planning for a Married Couple
3:42
Planning for a Married Couple
Dealing with Non-Compliant Annuities
3:24
Dealing with Non-Compliant Annuities
Dealing With IRAs
3:24
Dealing With IRAs
Avoiding Spousal Impoverishment
3:24
Avoiding Spousal Impoverishment
Introduction to Medicaid Compliant Annuities
3:29
Introduction to Medicaid Compliant Annuities
Introduction to Medicaid Planning
3:44
Introduction to Medicaid Planning
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