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Testimonials

Reginald Turnbull

Attorney at Law
Jefferson City, Missouri

Dale Krause is a national treasure for elder law attorneys.  Not only does he ably provide insurance product services meeting our clients’ needs, but also he informs us about what is happening in all of the states!

George Wu

Attorney at Law
Valley Village, California

Great Service, fast response and very helpful with nuances and law changes related to Medi-Cal and annuities.  Keep up the great work!

Robert Anderson

Attorney at Law
Marquette, Michigan

Our firm has used Dale Krause’s service for many years and the annuities he has provided have worked each time.  We highly recommend Dale.

Chad Oldham

Attorney at Law
Jonesboro, Arkansas

The professionals and staff of Krause Financial Services are bar none the most knowledgeable and dedicated in the industry.  I have always found Dale and his staff to be accessible and willing to help.  Their legal support team has proven most helpful in difficult planning cases.

Jim Schuster

Attorney at Law
Southfield, Michigan

Dale and his crew are always prompt, on top of the law, and faster than a bullet.  Whenever we have an emergency, Dale pulls us out.

Anonymous

Attorney at Law
Rensselaer, Indiana

Krause Financial Services has been extremely efficient in providing my clients with the necessary annuities.  The staff is very knowledgeable and helpful in Medicaid planning.

Ron Landsman

Attorney at Law
Rockville, Maryland

When I need a Medicaid annuity done right, and especially when I need it done fast, I always use Dale Krause.  My clients need reliability and certainty and that is what I feel I can give them when I work with Dale Krause.

Glenn Deig

Attorney at Law
Evansville, Indiana

My experience with Krause Financial Services has been more than helpful.

Dianne Hansen

Attorney at Law
Springfield, Missouri

I wanted to drop you a note to let you know how much I appreciate your company and the important service it provides to my clients.  Your company serves a vital role in helping seniors protect and preserve their limited assets when faced with the high cost of long-term care for themselves or their spouses.  Your service is outstanding.  Your staff is friendly, knowledgeable and responsive.  I know that I can count on Krause Financial Services to be there when the need arises!

Mark Mazzeo

Attorney at Law
Venice, Florida

Dale and his staff have consistently provided superior service and expert up-to-the-minute advice regarding annuities as a planning tool in my state.

David Sutton

Attorney at Law
Denver, Colorado

We appreciate the ease of execution, prompt and professional delivery of Medicaid annuities for our clients from Krause Financial Services.

Jay Abramson

Attorney at Law
St. Johnsbury, Vermont

I regularly rely upon Krause Financial Services for my clients’ Medicaid annuity needs – whether it is irrevocable IRA annuities or Half-a-Loaf planning.  The staff is easy to work with and provides quick responses to requests for quotes.

Eileen Nevins

Attorney at Law
Hampton, New Hampshire

I enjoy working with Krause for Medicaid annuities.  The quotes are prompt and receipt of the annuity is timely.

Michael Thomas

Attorney at Law
Flint, Michigan

I am pleased with the response time from Krause.  All of the Medicaid planners are courteous and helpful with questions.  I never have to wait to speak to one of them when I call.  Krause Financial is always willing to speed things up if we need an annuity immediately.  My overall experience with Krause is excellent.  Our clients don’t have to deal with paperwork and that is what they need.

Gary Miller

Attorney at Law
Toledo, Ohio

I am writing briefly to express my appreciation for the excellent service I have received from Krause Financial Services.  I have assisted a number of clients with the purchase of Ohio Medicaid Compliant Annuities through Krause.  In every case Krause has provided very prompt quotes and very efficient processing of annuity applications, including prompt resolution of any problems that have arisen.  I have confidently recommended Krause to other attorneys, and I would not hesitate to do so in the future.

Keith Lyman

Attorney at Law
Phoenix, Arizona

I have been using Krause Financial for many years and have received nothing but exceptional service and exceptional products.  The short term annuities offered through Krause have been very successful for my clients in obtaining Medicaid eligibility.  I recommend Krause without reservation.

Dale Onchuck

Attorney at Law
Phillips, Wisconsin

Nothing short of outstanding service!  The epitome of professionalism for all to emulate.  Skilled, personable, courteous staff.  Dependable, expeditious turnaround.  Utmost satisfaction when dealing with Krause Financial Services.

Tammy Conover

Attorney at Law
Denver, Colorado

Based on my experiences with other financial advisors, I will not use anyone other than Dale Krause for a Medicaid Compliant Annuity.  Other advisors may tell you They can "get the same thing," but purchasing a product and getting the service you need, and the knowledge behind it, are completely different things!  Dale's administrative staff is absolutely the best; they are available for questions at any time and I am amazed by the turnaround time I continuously receive.

Jacqueline Byrd

Attorney at Law
Bowie, Maryland

Ten years ago Dale helped me with the purchase of the first Medicaid Compliant Annuity I ever bought for a client.  He worked hours with me, even though he knew I was a "newbie" to elder law.  He generously coached me, and gave me many hints and tips.  He even spoke to my clients to answer a few questions.  Today, our firm still calls on Dale for help.  I'm thrilled to have discovered his firm at a NAELA Conference.