The Basics of Medicaid Compliant Annuities

The Basics of Medicaid Compliant Annuities

Are you new to Medicaid Compliant Annuity planning or in need of a refresher? We've got you covered! Join Nate Ziolkowski as he dives into the fundamentals of this crucial crisis planning tool. You will learn:

  • What a Medicaid Compliant Annuity is and how it functions as a spend-down tool
  • A framework of the Medicaid program and how the annuity works within these rules
  • Case studies showing the annuity in action

Don't miss your chance to go back to the basics! This session provides a solid foundation of the Medicaid program and addresses common FAQs that both new and experienced agents often ask.

Download the handouts from this session >>

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The Scoop on Short-Term Care Insurance: When to Recommend It to Your Clients

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