I am pleased to announce that for 2008, based on my 2007 sales, I have again earned "Top of the Table" within the Million Dollar Round Table (“MDRT”).
The MDRT is a premier association, with more than 35,000 members of the world's most successful life insurance and financial services professionals from 476 companies in 76 nations and territories. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct, and outstanding client service. MDRT membership is re ...
With 2007 being a very successful year for Krause Financial Services, I would like to briefly outline the two techniques used in most of our Medicaid Compliant Annuity (“MCA”) sales:
In the individual cases - no community spouses, the respective elder law attorney developed a Gifting/Short-Term Medicaid Compliant Annuity Plan (“the Plan”) for his or her client. The Plan included an immediate gift amount, as well as a Short-Term MCA. The goals of the Plan were to make the Medicaid recipient imme ...
