Calculators
Streamline Your Medicaid Planning Cases
With These Intuitive Calculators
A crucial step to achieve success in Medicaid planning is determining the appropriate figures and calculations for your client's case. Take advantage of our annuity plan and Medicaid planning calculators to get estimated figures and become more efficient in your crisis planning.
Annuity Plan Calculators
Simple Quoting Tool
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What you need:
- Something
- Something else
- Client's monthly cost of care
Community Spouse Quoting Tool
Calculate the amount that should be funded into a Medicaid Compliant Annuity for a Community Spouse Plan.
What you need:
- Couple's state of residence
- Couple's total countable assets
- Other spend-down deductions
Gift/MCA Quoting Tool
Calculate the gift and Medicaid Compliant Annuity amounts for a Gift/MCA Plan and determine the length of the plan.
What you need:
- Client's state of residence
- Client's total countable assets
- Client's monthly cost of care
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
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
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)
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.
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
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