Annuity Quotes and Calculators

Calculate the amount that should be funded into a Medicaid Compliant Annuity for a Community Spouse Plan.

What you need:

• Couple's state of residence
• Couple's total countable assets
• Other spend-down deductions

Calculate the gift and Medicaid Compliant Annuity amounts for a Gift/MCA Plan and determine the length of the plan.

What you need:

• Client's state of residence
• Client's total countable assets
• Client's monthly cost of care

Already know the annuity premium and term? Get a quick quote for your client's Medicaid Compliant Annuity.

What you need:

• Client's state of residence
• Desired annuity premium
• Desired annuity term

Calculate the Monthly Maintenance Needs Allowance (MMNA) for married couple cases and determine the appropriate income shift.

What you need:

• Couple's state of residence
• Community spouse's income
• Community spouse's shelter expense

Calculate the Community Spouse Resource Allowance (CSRA) for married couple cases and determine the spend-down amount.

What you need:

• Client's state of residence
• Community spouse's current countable assets
• Couple's countable assets on snapshot date

Calculate the penalty period your client may be facing and determine when they'll become eligible for benefits.

What you need:

• Client's state of residence
• Client's total divestments during the last 5 years
• Client's anticipated Penalty Period start date (Optional)