Medicaid Compliant Annuities vs. Promissory Notes

Have you ever wondered how a Medicaid Compliant Annuity compares to a promissory note? With these two Medicaid planning tools containing similar attributes, it can be hard to keep them straight.

Hear from Dale Krause, J.D., LL.M., as he takes a deep dive into using a Medicaid Compliant Annuity versus a promissory note and how each can affect your clients.