Simple Quote

Simple Quoting Tool
Get an Instant Medicaid Compliant Annuity Quote

Complete the fields below to get an instant quote for your client's case. Download the Printer Friendly Version to share with your staff or clients.

months
$

RESULTS

Carrier:
—
Annuity Term:
— months
Annuity Premium:
$—
State:
—
Monthly Payout:
$—/month
Total Payout:
$—
By submitting information on this fillable form and utilizing our calculator tool, you indicate your understanding and agree that this is for illustration and education purposes only. Users of this calculator tool also agree to our Privacy Policy and Terms and Conditions. This tool is not intended to replace the final calculations for a Medicaid Compliant Annuity plan and its use for that purpose is not recommended.

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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.

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Other Planning Calculators

Use our other planning calculators to help streamline your Medicaid planning cases.

Annuity Quotes and Calculators

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
Upgrade Account to Access

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
Upgrade Account to Access

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
Upgrade Account to Access

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)
Upgrade Account to Access