REGISTER: My Medicaid Compliant Annuity Client Passed Away…Now What?
February 20, 2025 | 12:00PM CST
ABOUT THIS WEBINAR:
Even if you’ve worked in Medicaid planning for years, navigating the death claim process can be tricky.
Why? Because your next steps after a client’s passing are completely dependent on what the original Medicaid Compliant Annuity (MCA) strategy was and whether the state Medicaid agency needs to get involved. But don’t worry—we’ll cut through the confusion!
Join Medicaid Annuity Specialist Travis Bitters as he breaks down popular Medicaid Compliant Annuity strategies, how a client’s passing impacts the plan, and how to handle a death claim. Travis will also cover:
- An overview of what the Medicaid Compliant Annuity is and its requirements
- Strategies for single and married clients
- Timing, involved parties, and other considerations in the death claim process
Reserve your spot today!
ABOUT THE PRESENTER:

Travis Bitters
Medicaid Annuity Specialist
Travis has been with Krause since 2020. In his role, he regularly corresponds with clients, answering questions, processing applications, compiling planning letters, and sending out the necessary documentation for his cases. In addition to helping agents accelerate Medicaid eligibility for their senior clients through the use of a Medicaid Compliant Annuity, Travis also works with them to ensure they find the right products for each unique case.
A licensed insurance agent (life and health), Travis graduated from Ripon College with a Bachelor of Arts degree in Business Management and Psychology. He is passionate about helping others and always strives to empathize with each situation. In his free time, he enjoys spending time with his friends and family, especially his wife and daughter.

VIEW THE ENTIRE LIBRARY!
Enjoy over 30 previous episodes of eAcademy on topics ranging from crisis Medicaid planning strategies to successful for elder law attorneys.