My Medicaid Compliant Annuity Client Passed Away…Now What?

Even if you’ve worked in Medicaid planning for years, navigating the death claim process can be tricky.

Why? Because your next steps after a client’s passing are completely dependent on what the original Medicaid Compliant Annuity (MCA) strategy was and whether the state Medicaid agency needs to get involved. But don’t worry—we’ll cut through the confusion!

Join Medicaid Annuity Specialist Travis Bitters as he breaks down popular Medicaid Compliant Annuity strategies, how a client’s passing impacts the plan, and how to handle a death claim. Travis will also cover:

• An overview of what the Medicaid Compliant Annuity is and its requirements
• Strategies for single and married clients
• Timing, involved parties, and other considerations in the death claim process

Watch now!