How to Fund a Medicaid Compliant Annuity

Did you know there’s more than one way for your client to fund a Medicaid Compliant Annuity?

Join Nate Ziolkowski as he walks you through the different options for funding an MCA to put your client on the path toward Medicaid eligibility. Nate will cover:

• Using non-qualified, liquid assets to purchase an MCA
• How and when to conduct a 1035 tax-free exchange for an existing annuity
• The various options for funding a tax-qualified MCA with an IRA and the IRS regulations to keep in mind

Plus, Nate will discuss the timelines involved and additional paperwork that may be required with your client’s MCA application. What’s the benefit? You’ll gain practical knowledge of how the MCA process works so you can better advise your clients.