Medicaid Compliant Annuity Guides

Delve into the Medicaid Compliant Annuity, a revolutionary tool designed to help clients in crisis obtain financial assistance for long-term care.

Get an introductory overview of Medicaid Compliant Annuities, including product requirements, popular strategies, and the financial opportunity it presents.

Discover how you can position your specialized products and services to nursing home staff to develop a strategic partnership and earn referrals.

Learn how annuities are treated by Medicaid and discover how you can help clients deal with an existing annuity that’s impeding their Medicaid eligibility.

Does your client need a Qualified Income Trust? Explore how these trusts fit in the crisis Medicaid planning process and when to establish one.

An attorney is a valuable ally in the crisis Medicaid planning process. Uncover proven strategies to meet and build relationships with elder law attorneys.