ABOUT THIS WEBINAR

Check out this introductory session on the fundamentals of using Medicaid Compliant Annuities in crisis Medicaid planning!

Hear from Aaron Kempen as he dives into how Medicaid Compliant Annuities interact with the Medicaid program, their requirements, and how to use them in practice. Plus, he’ll end with comprehensive case studies that illustrate real client scenarios in action. Viewers 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 a refresher, this session has you covered. Watch now!