Breaking Down Common MCA Strategies and Best Practices

Considering adding Medicaid Compliant Annuities to your business? Or do you need a refresher on the strategies and options available to your clients? We've got you covered!

Hear from Sales Manager Nate Ziolkowski as he dives into the intricacies of MCAs, sharing insights on our most effective planning strategies. This webinar will cover the best practices for structuring and timing the annuity process, key considerations for selecting the annuity term, and provide a practical breakdown of beneficiary requirements.

In addition, Nate will address:

• Special considerations when your client owns an IRA
• Real-life case studies for both single and married clients
• The financial impact of using an MCA
• Common pitfalls to avoid when structuring MCAs

Plus, gain insight during a Q&A session—watch now!