Medicaid Compliant Annuities 101: An Intro to Crisis Planning

Medicaid Compliant Annuities 101: An Intro to Crisis Planning

Do you know how to help clients in a long-term care crisis? Cue the Medicaid Compliant Annuity! Hear from Travis Bitters as he breaks down what you need to know about this popular spend-down product.

He'll cover:

  • The requirements of an annuity to be considered "Medicaid Compliant"
  • How the product works within the regulatory restrictions of the Medicaid program
  • Two real-life examples illustrating how the annuity can help your clients in crisis

Learn how easily the Medicaid Compliant Annuity can fit into your business and how you can hit the ground running working with Krause Agency!

Krause Webinars

Don't Miss Our Next Live Webinar!

March 12, 2026
12:00 PM CDT

Best Practices for Transferring Assets to a Medicaid Compliant Annuity

Presented By:
Collin Terry, MBA, CLTC
Compliance Director