Planning with MCAs: Best Practices and Tips for Success

Are you familiar with Medicaid Compliant Annuities (MCAs) but looking to take your knowledge up a level? This session is for you!

Hear from Dale Krause, J.D., LL.M., as he explores the requirements of an MCA and breaks down our most popular planning strategy. This webinar will explore best practices related to structuring and timing the annuity process, considerations when choosing an annuity term, and a breakdown of how the beneficiary requirements work in practice.

Plus, Dale will also cover:

• Considerations when your client owns an IRA
• Case studies for both single and married clients
• The economic results of using an MCA

Watch this fundamental session today!