Medicaid Planning Reimagined: Advanced Medicaid Annuity Case Studies

Hear from Madolyn Reynolds, CLTC, for an in-depth look at innovative Medicaid Compliant Annuity strategies every agent should know! In this webinar, she walks through real-life case studies featuring client scenarios such as:

• Strategies for both single and married clients
• How to address retirement accounts owned by either spouse
• Planning considerations when both spouses are institutionalized

Designed for both experienced and newer agents, this fast-paced session breaks down practical client situations and highlights the key case facts that drive the right MCA strategy. Stay ahead of industry trends and strengthen your planning expertise!

Download the handouts from this session >>