REGISTER: The Medicaid Compliant Annuity Sales Process

AIRED ON: June 9, 2020 | 11:00AM CST

ABOUT THIS WEBINAR:

By now, you’ve probably seen the basics of Medicaid Compliant Annuity planning. So how do you go about selling your clients on this innovative product?

Join our New Business Advisor, Tom Budenz, CMPTM, CLTC, as he walks you through the Medicaid Compliant Annuity sales process for you and your senior clients. This presentation will include:

  • A foundation for speaking to your clients about Medicaid Compliant Annuities
  • Prospecting tips to help you find new clients
  • Advice on delivering a concise and effective sales pitch
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ABOUT THE PRESENTER:

Tom Budenz, CMP, CLTC

Tom Budenz, CMP, CLTC

New Business Advisor

Tom advises agents new to The Krause Agency how we help them grow their business through specialized products and services. He comes from a background in investments and the LTCI industry and has his Certification in Long-Term Care (CLTC). Tom is a licensed insurance agent and licensed in securities, FINRA Series 6, 63, 65, 66 and 7. He is also a Certified Medicaid Planner (CMP).

 

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