Are you curious about how a Medicaid Complaint Annuity (MCA) can be used to protect your single client’s assets from Medicaid?
Hear from President and CEO, Dale Krause, J.D., LL.M., as he outlines what you need to know about the two primary planning strategies used for a single person: the Gift/MCA Plan and the Standalone Plan.
Dale will guide you through:
- The Medicaid eligibility rules to consider when utilizing each strategy
- The economic benefits of each option
- Determining which plan is best suited for your client’s unique situation
He’ll also provide a real-life case study illustrating the plans in action, including a side-by-side comparison of the benefits of each strategy followed by a Q&A session. Watch today!