A non-compliant annuity can derail your client’s plan for Medicaid eligibility. Unfortunately, it’s more common than you think, so if you haven’t encountered this situation yet…you probably will soon! But don’t worry—we can help.

Join our Vice President, Thomas Krause, J.D., as he discusses how an existing annuity can impact your client’s crisis plan for Medicaid eligibility and the solutions that are available. During this webinar, he’ll cover:

  • The different types of annuities and how they interplay with the Medicaid program
  • Whether these annuities are treated as assets or divestments
  • When it’s appropriate to sell the annuity on the secondary market
  • How the annuity valuation and sale process works

Watch the on-demand session today!