REGISTER: How to Navigate Transfers and 1035 Exchanges
AIRED ON: December 8, 2020 | 12:00PM CST
ABOUT THIS WEBINAR:
Nothing can derail a Medicaid plan worse than an unexpected delay. One way to avoid a setback is to understand the intricacies of planning with tricky assets like retirement accounts and non-qualified annuities.
- Explore how to fund these kinds of assets into a Medicaid Compliant Annuity
- Discuss the options to transfer these assets
- Highlight potential pitfalls and best practices every agent should know
Attendees will walk away with an in-depth understanding of the IRA transfer process and how to conduct a Section 1035 Tax-Free Exchange. The result? A smooth road to Medicaid eligibility for your clients.
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ABOUT THE PRESENTER:
Dale Krause, J.D., LL.M
President and CEO
Often referred to as the “Pioneer of Medicaid Compliant Annuities,” Dale is a leading national authority on crisis Medicaid planning. He began his career as an estate planning attorney before closing out his private practice to pursue the design and development of Medicaid Compliant Annuities. In addition to being an attorney, Dale is also a Certified Medicaid Planner (CMP) and has his Certification in Long-Term Care Insurance (CLTC).
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