Enhancing Your Client Intake Process for Successful Medicaid Planning

Whether or not you regularly work with Medicaid Compliant Annuities and Medicaid planning, it's essential to be prepared for productive conversations with clients facing a long-term care crisis. By asking the right questions and understanding how your clients' answers impact the planning process, you can either successfully tackle the case directly or make an informed referral.

Join Nate Ziolkowski as he guides you through the client intake process for Medicaid planning.

In this session, he covers:

• The crucial financial and non-financial information needed to develop a Medicaid plan and its significance
• Strategies for using the Medicaid Compliant Annuities based on your client’s unique situation
• Best practices for structuring an annuity

This webinar is designed for agents at all levels of involvement in Medicaid planning. Gain practical insights to confidently discuss Medicaid planning as a viable option for your clients—watch now!