Calculators

Streamline Your Medicaid Planning Cases
With Instant Quotes and Planning Calculations

A crucial step to achieve success in Medicaid planning is determining the appropriate Medicaid and annuity calculations for your client's case. Take advantage of our annuity and Medicaid planning calculators and quoting tools to help you get quick figures while working through your client's case.

Annuity Quotes and Calculators

Simple Quoting Tool

Already know the annuity premium and term? Get a quick quote for your client's Medicaid Compliant Annuity.

What you need:

  • Client's state of residence
  • Desired annuity premium
  • Desired annuity term
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Community Spouse Plan Calculator

Calculate the amount that should be funded into an annuity for a Community Spouse Plan. Get a quote as well by selecting the desired annuity term.

What you need:

  • Couple's state of residence
  • Couple's total countable assets
  • Other spend-down deductions
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Gift/MCA Calculator

Calculate the gift and Medicaid Compliant Annuity amounts for a Gift/MCA Plan, determine the length of the plan, and get a quote.

What you need:

  • Client's state of residence
  • Client's total countable assets
  • Client's monthly cost of care
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Medicaid Planning Calculators

MMNA Calculator

Calculate the Monthly Maintenance Needs Allowance (MMNA) for married couple cases and determine the appropriate income shift.

What you need:

  • Couple's state of residence
  • Community spouse's income
  • Community spouse's shelter expense
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CSRA Calculator

Calculate the Community Spouse Resource Allowance (CSRA) for married couple cases and determine the total spend-down amount.

What you need:

  • Client's state of residence
  • Community spouse's current countable assets
  • Couple's countable assets on snapshot date
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Penalty Period Calculator

Calculate the penalty period your client may be facing and determine when they'll become eligible for benefits.

What you need:

  • Client's state of residence
  • Client's total divestments during the last 5 years
  • Client's anticipated Penalty Period start date (Optional)
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START MY CLIENT CASE

Looking for more advanced or definitive calculations?
Start your client case to build a plan with the help of our Benefits Planners.

Start My Case

DOWNLOAD MY CLIENT'S APPLICATION

Use our Medicaid Compliant Annuity Application Document Download feature to instantly access a copy of the paperwork needed to secure a Medicaid Compliant Annuity for your client.

Download the Application

Discuss Planning Options
On Your Schedule

Medicaid planning is complex, even with the help of calculators. When you need to discuss your case with a planning specialist, we're here to help.

Reserve time with our team to discuss your client case and get answers to your questions on your schedule.

Attorneys like you use these sessions to:

  • Discuss the specifics of a client case
  • Get more familiar with Medicaid Compliant Annuities
  • Understand state-specific Medicaid rules
  • Pre-planning strategies for long-term care
  • Strengthen their understanding of our product offerings
  • Find custom solutions to difficult cases

Schedule My Call
Discuss Your Planning Options On Your Schedule