In this session, Senior Relationship Manager Aaron Kempen brings his 10+ years of Medicaid expertise to discuss the two primary Medicaid Compliant Annuity (MCA) strategies used for a single person: the Gift/MCA Plan and the Standalone MCA Plan.

Aaron will discuss:

  • The Medicaid eligibility rules related to the use of either strategy
  • The economic results of each option
  • How to choose which plan is best suited for your client’s unique situation

This webinar also features a side-by-side comparison of the plans in action, two downloadable case studies, and a Q&A session.