Medicaid Compliant Annuity Consumer Resources
Help clients understand how Medicaid can cover long-term care costs, including eligibility basics and a solution you can offer when they have too many assets.
Dispel common Medicaid myths and explain to clients how Medicaid can help them preserve what they have left in the face of long-term care.
Help alleviate misconceptions about Medicaid for your client with clear answers to what they might believe about the program.
Provide your clients with a brief overview of the Medicaid Compliant Annuity and how it can help them protect their nest egg from the high cost of care.
Market yourself to local attorneys by showcasing the services you offer and how you can work together to help more clients.
Explain the helpful services you have to offer nursing home staff and their residents, especially those who are currently unable to pay the monthly bill.
Married Couple
Show your married clients a real-life example of using an MCA to preserve their assets for the healthy spouse when faced with a high monthly care bill.
Explore the Gift/MCA strategy with your single clients with a realistic example of how they can protect some of what they have left through a gift to loved ones.
