Understanding the Basics of Medicaid Compliant Annuity Planning
ABOUT THIS WEBINAR
Gain a foundational look at our most popular product—the Medicaid Compliant Annuity!
In this session, Alex Thompson, MBA, explores how this spend-down tool works to help clients in a crisis long-term care scenario. Alex provides an overview of the Medicaid program, how the product works within the program’s regulations, and how to use it in action.
During the webinar, Alex shares:
- A look at Medicaid’s financial and non-financial requirements
- How a Medicaid Compliant Annuity helps to spend down assets that are preventing Medicaid eligibility
- Two real-life case studies showing how this tool works in practical client situations
Alex also covers how to go about purchasing the annuity, funding with non-qualified vs. qualified funds, and more. Whether you need a refresher or are new to the space, this session is for you!
*1.0 hour standard CLE pending
For Viewing This Webinar
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MEET THE PRESENTER
Alex Thompson, MBA
Sales Director
Alex has been with Krause since 2016. As the Sales Director, he oversees the Sales team as they educate and provide solutions for elder law attorneys across the country. Alex develops and incorporates sales strategies, enhances client retention, and guides the team as they work with attorneys on crisis planning cases.
Known for working hard and building strong relationships with his clients, Alex is driven by a desire to be reliable, honest, and efficient in everything he does. He holds a bachelor’s degree from the University of Wisconsin–Green Bay and an MBA from Columbia Southern University. In his free time, he enjoys spending time with his family, playing guitar, and watching his favorite team, the Detroit Lions.