About This Webinar:
Join us for an introductory session on the fundamentals of using Medicaid Compliant Annuities in crisis Medicaid planning!
Senior Relationship Manager Aaron Kempen will dive into how Medicaid Compliant Annuities interact with the Medicaid program, their requirements, and how to use them in practice. Plus, we’ll end with comprehensive case studies that illustrate real client scenarios in action. Attendees will learn:
- What makes an annuity "Medicaid compliant"
- How the product works as a spend-down tool in crisis Medicaid planning
- How to apply the Medicaid Compliant Annuity to both married couple and single client situations
Whether you’re new to Medicaid Compliant Annuities or you’re looking for an end-of-year refresher, this session has you covered. Reserve your spot today!
This Webinar Starts In:
