Advanced Medicaid Compliant Annuity Case Studies

Advanced Medicaid Compliant Annuity Case Studies
Using advanced case studies, this in-depth session will explore scenarios for both married couples and single clients, including spend-down approaches when both spouses are applying for Medicaid, how to handle a client already on Medicaid who receives a lump sum like an inheritance, and when to implement gifting strategies for a community spouse. Attend to gain a deeper understanding of how Medicaid compliant annuities can be used to help clients in both traditional and unique scenarios.
199.00

Presenters

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Jim Wolverton

Krause Financial

Denver, CO

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