Medicaid Compliant Annuity Guides

Medicaid Compliant Annuity
Comprehensive Guide

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

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Medicaid Compliant Annuity
Quick Guide

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

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How to Get Referrals from the Nursing Home White Paper

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

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How to Handle Non-Compliant Annuities in Crisis Planning White Paper

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.

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Qualified Income Trusts
White Paper

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

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Working with an Elder Law Attorney
White Paper

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

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