Webinar Registration

A Beginner’s Guide to Medicaid Compliant Annuities

December 17, 2024
12:00PM - 1:00PM CST
FREE for all members

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!

 

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This webinar starts in:
Aaron Kempen

MEET THE PRESENTER

Aaron Kempen

Senior Relationship Manager

As Senior Relationship Manager, Aaron’s main priority is to help new and prospective attorneys find a streamlined solution for their crisis Medicaid planning cases. Aaron has several years of experience working with estate planning and elder law attorneys and helping them utilize Medicaid Compliant Annuities as well as our other products and services to benefit their clients.

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