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.