Medicaid Compliant Annuity Case Studies

Community Spouse MCA Plan
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See an example of the Community Spouse MCA strategy, our most popular tactic for married couples where one spouse is seeking Medicaid eligibility.

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Institutionalized Spouse MCA Plan
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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.

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"Name on the Check Rule" Strategy
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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.

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Gift/MCA Plan
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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.

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Standalone MCA Plan
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View an example of the Standalone MCA plan, an alternative option for single individuals who are expected to have limited longevity.

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Double Gifting MCA Plan
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Explore the Double Gifting MCA strategy, which is used when both spouses reside in a nursing home and are seeking financial assistance.

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