Dealing with Non-Compliant Annuities

Dealing with Non-Compliant Annuities

When applying for Medicaid, existing annuities may pose a problem. Find out what to do if your client owns a tax-deferred or immediate annuity, how the contract is treated for Medicaid purposes, and how we can help eliminate this troublesome asset.

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An Overview of the Medicaid Program
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An Overview of the Medicaid Program
Presented by The Krause Agency