Master Medicaid Planning
Ready to step into the world of Medicaid planning? Watch our on-demand video training series designed to give you an in-depth look at the Medicaid program and how Medicaid Compliant Annuities can help clients preserve their assets in the face of a long-term care crisis.
Access TrainingThe Course Experience
Powered by Thinkific, the Master Medicaid Planning series is built into a platform designed to maximize the training experience. The guided course allows you to work through the content at your own pace, pick up where you leave off, and test your understanding at each step. You can access the course with ease from your Agent Portal account!
Whether you're new to Medicaid planning or are just looking for a refresher on the core concepts, this series is for you! We'll cover what agents need to know about the Medicaid program, including income and asset rules, divestments, and estate recovery. Then, we'll put this information into context with our flagship spend-down tool: the Medicaid Compliant Annuity. Plus, we'll explore how Krause Agency supports you through the process.
Access Training
- An Introduction to MCAs and Krause Agency
- How to Work with Krause Agency on Your MCA Case
- Partnering with an Attorney
- What is Medicaid?
- Pre-Planning vs. Crisis Planning
- Non-Financial Eligibility Requirements
- Income Requirements
- Qualified Income Trust
- Monthly Maintenance Needs Allowance
- Asset Requirements
- Community Spouse Resource Allowance
- Lookback Period and Penalty Period
- What is a Divestment?
- Applying for Medicaid and Handling Denials
- Estate Recovery
- What is a Medicaid Compliant Annuity?
- Planning for a Married Couple
- Planning for a Single Person
- How to Handle IRAs and Non-Compliant Annuities
