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Are Your Clients Protecting Their Gifts?

Posted in [Insurance Planning], [Medicaid Compliant Products], [Medicaid Planning]

I always advise protecting and preserving the gifted portion of a Gifting/Medicaid Compliant Annuity Plan in the event that any portion of the gift should need to be returned to the Medicaid applicant.

As a means to preserve the gift throughout the duration of a Gifting/Medicaid Compliant Annuity Plan, a Single Premium Tax-Deferred Annuity is a simple and convenient solution, in addition to providing your client with flexibility, safety, and attractive yields. The 12 month plan provides an annual percentage yield of 3.00%, while comparable plans only offer on average a rate of 1.60%!

Give your clients peace of mind by suggesting they place their gift into a Single Premium Tax-Deferred Annuity.

More information and rates can be found here.

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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.