REGISTER: What Agents Need to Know About IRAs and Medicaid Compliant Annuities
December 13, 2022 | 12:00PM CST
ABOUT THIS WEBINAR:
Is the risk of your client having to liquidate their IRA causing you to second guess their Medicaid planning?
In our upcoming webinar, President and CEO Dale Krause, J.D., LL.M., will discuss how senior clients can protect their IRAs from liquidation while still accelerating their eligibility for Medicaid benefits.
In this webinar, we’ll discuss the consequences of liquidating an IRA, how your clients can utilize an IRA-MCA to protect their assets, and best practices for funding and structuring the annuity. Dale will also cover:
- The requirements of a Medicaid Compliant Annuity
- When a 60-Day Rollover or Trustee-to-Trustee transfer is most appropriate for clients
- Real-life case scenarios using these planning strategies
Reserve your spot for this comprehensive session today!
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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