All About Death Claims for Medicaid Compliant Annuities

All About Death Claims for Medicaid Compliant Annuities

Medicaid Compliant Annuities are unique products, all the way down to the death claims. Travis Bitters is here to help you demystify the process!

During this session, Travis will cover:

  • The parties to a Medicaid Compliant Annuity
  • How a death impacts the Medicaid plan
  • When the state Medicaid agency needs to be involved

Make sure you're prepared and in the know when it comes to handling MCA death claims so you can properly advise your client!

Download the handouts from this session >>

Krause Webinars

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June 4, 2026
12:00 PM CDT

Medicaid Planning Reimagined: Advanced Medicaid Annuity Case Studies

Presented By:
Madolyn Reynolds, CLTC
Agency Business Development Director