Medicaid Compliant Annuity Flyers

5 Reasons to Sell Medicaid Compliant Annuities

Discover five reasons why you should add Medicaid Compliant Annuities to your business and offer this revolutionary product to your clients.

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Medicaid Compliant Annuity Product Summary

Break down the Medicaid Compliant Annuity—a spend-down tool you can use for your clients when they are facing a crisis long-term care event.

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How to Calculate
the CSRA

Learn about the Community Spouse Resource Allowance and how to calculate the figure in both standard CSRA and min/max CSRA states.

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How to Calculate
the MMNA

Learn about the Monthly Maintenance Needs Allowance and how to calculate the figure in both standard MMNA and min/max MMNA states.

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Handling Pre-Existing Annuities

If your client owns an existing non-compliant annuity preventing them from qualifying for Medicaid, we can help eliminate this troublesome asset.

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Agent Advantage
Program

Explore our Agent Advantage program, which makes it easier for you get paid on short-term MCAs that offer little to no commission.

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