Mastering Non-Compliant Annuities in Medicaid Planning

Mastering Non-Compliant Annuities in Medicaid Planning

Are you aware of the potential roadblock that a non-compliant annuity can create for your client's Medicaid eligibility plan? It's a common issue that you're likely to encounter sooner or later, if you haven't already.

Watch this exclusive webinar featuring Thomas Krause, J.D., where he will provide valuable insights into the complexities of non-compliant annuities and their impact on your clients' Medicaid plans.

During this presentation, Tom will cover:

  • How to determine whether your client's annuity is classified as a divestment or an asset
  • Understanding the relationship between different types of annuities and the Medicaid program
  • Solutions for clients who own non-compliant annuities that are preventing them from becoming Medicaid eligible

Learn more about how to overcome the challenges that non-compliant annuities present in Medicaid eligibility.

Plus, Thomas will discuss how referring non-compliant annuities creates additional revenue opportunity for agents! Watch the full session today.

Krause Webinars

Don't Miss Our Next Live Webinar!

March 6, 2025
12:00 PM CST

Mutual of Omaha: IUL and the LTC Rider Strategy

Presented By:
Kurt Williamson, MBA, FSCP, CLTC, DIA
Sales Director-Brokerage Life Sales, Mutual of Omaha