Krause Financial Services

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.

SunBlog_Category

SunBlog_Archive

Attorney Login

Click to Ask questions to Dale

Events Calendar-Satellite

May 2013

Blog

Home

Rss Feed

Share This

KeywordsPhrase

Programs & Conferences

Wisconsin NAELA Chapter UnProgram

6/16/2008 1:23 PM

I facilitated a discussion at the first ever Wisconsin NAELA Chapter UnProgram on June 13, 2008, in Green Bay, Wisconsin on the subject of DRA. Four of the topics discussed are outlined below: 1. Medicaid Complaint Annuities – Community Spouse In those states that have already passed the DRA legislation, in the majority of the states it is clear that if the community spouse purchases a Medicaid Complaint Annuity (“MCA”) with the spend-down amount, it is required that the primary benefici ...

Million Dollar Round Table - Top of the Table

1/21/2008 10:26 AM

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 ...

Disclaimer: Krause Financial Services is incorporated in the State of Wisconsin. Dale M. Krause, and Krause Financial Service, Inc., by means of this web site, is not offering legal advice. With respect to the material contained in this web site, some of the material may be affected by current and future changes in law. For those reasons, the accuracy and completeness of such information, and the opinions of its author, are not guaranteed. In addition, because of the complexity and interrelationship of various areas of law which are presented in this web site, from which there may be certain exceptions or limitations, the strategies and plans outlined in this web site may not be suited for every individual, in every state. As such, it is strongly suggested that before employing any one, or more, of the techniques, strategies, expositions of any law, the reader should secure the services of a competent elder law attorney in their respective state.