REGISTER: How to Use the “Name on the Check Rule”
AIRED ON: August 18, 2020 | 12:00PM CST
ABOUT THIS WEBINAR:
Join our President and CEO, Dale Krause, J.D., LL.M., as he explores a unique Medicaid Compliant Annuity planning strategy: the “Name on the Check Rule.” This is a strategy agents like you can use to your client’s advantage in protecting their retirement accounts during the Medicaid spend-down process. Dale will discuss how the rule works, when it’s appropriate to use, and how to answer common questions from the state Medicaid agency.
This webinar will also feature:
- A detailed example showing the plan in action
- Downloadable case studies
- A live Q&A session
Reserve your spot today!
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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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Enjoy over 30 previous episodes of eAcademy on topics ranging from crisis Medicaid planning strategies to successful for elder law attorneys.