Community Spouse Case **DO NOT EDIT**

Medicaid Compliant Annuity Planning for a married couple.

 Single Person Case **DO NOT EDIT**

Medicaid Compliant Annuity Planning for an individual.

 E-newsletter **DO NOT EDIT**

Obtain a quote or plan for you, or your clients.

 
 
 
 
 
 Events Calendar-Satellite
May 2013
SMTWTFS
2829301234
567891011
12131415161718
19202122232425
2627282930311
2345678
 

Blog

  • Share This

      Predeceasing a Medicaid Compliant Annuity

      "If a single person buys a Medicaid Compliant Annuity to provide income during a disqualification period, and the state Medicaid agency is designated as the primary beneficiary, what if the individual predeceases the annuity?" This is an excellent question that I receive quite often in the Ask Dale forum.  Krause Financial Services has a vast amount of experience with individuals predeceasing their Medicaid Compliant Annuities, and has worked with many states' Medicaid agencies in m ...