REGISTER: How Your Client’s Old Annuity Impacts Their Medicaid Plan
November 7, 2024 | 12:00PM CDT
ABOUT THIS WEBINAR:
It’s common for seniors to have an old annuity contract, but it can be a problem for Medicaid purposes. Do you know how to handle your client’s existing annuity? Will it be treated as an asset or a divestment? Can it be transferred or sold? Can it be spent down?
If you’re an agent working with crisis Medicaid clients, you’ve probably run into this issue before. Depending on how the client’s contract is structured, it could impact their spend-down plan in a number of ways. But don’t worry, you don’t need to navigate non-compliant annuities alone!
Join Krause Agency’s Vice President, Thomas Krause, as he explores:
- How both deferred and immediate annuities affect Medicaid eligibility
- When an annuity may be considered an asset versus a divestment
- Key contract language to look for when selling an annuity on the secondary market
Don’t miss this important session! Reserve your spot today.
ABOUT THE PRESENTER:
Thomas Krause, J.D.
Vice President of Sales and Marketing
Thomas specializes in using annuities to accelerate eligibility for government benefits, expert testimony, and litigation support when attorneys are faced with a Medicaid denial, and the valuation and sale of non-compliant annuities.
Thomas has a passion for teaching agents crisis Medicaid planning strategies for their senior clients. He speaks at legal forums throughout the country and often hosts our national eAcademy webinar series.
Thomas earned his B.S. degree in Economics from the University of Wisconsin–Milwaukee in 2010 and his J.D. from California Western School of Law in 2014. He is a member of the California State Bar.
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.
