Medicaid Compliant Annuity Case Studies
See an example of the Community Spouse MCA strategy, our most popular tactic for married couples where one spouse is seeking Medicaid eligibility.
Find out how an Institutionalized Spouse MCA works for married couples with low monthly income to benefit from the MMNA and a favorable beneficiary designation.
Learn how the “Name on the Check Rule” MCA strategy may help married couples when the institutionalized spouse owns a countable IRA they want to protect.
Explore the Gift/MCA plan, our most popular strategy for single individuals where the Medicaid applicant gifts a portion of their assets to a loved one.
View an example of the Standalone MCA plan, an alternative option for single individuals who are expected to have limited longevity.
Explore the Double Gifting MCA strategy, which is used when both spouses reside in a nursing home and are seeking financial assistance.
