We do business in almost all 50 states and stay informed on state-specific rules and regulations. We sponsor and speak at numerous events throughout the country. Our goal is to empower elder law attorneys nationwide by providing customized support, education, products, and services.

Timing is everything. Upon receipt of all the necessary client information, we guarantee your annuity quote or comprehensive proposal will be returned to you within one business day. If we receive your request for a quote or proposal, and we need some additional information before proceeding, we will contact you as soon as possible with any additional information.

As the national leader in counseling and advising on the use of insurance products in crisis Medicaid planning, we take pride in our educational services and our stance as a thought leader in the elder law industry. We constantly research Medicaid regulations, updates, and eligibility standards to ensure sound and responsible planning. We share this information with you to ensure your success.

We are the nation’s premier provider of Medicaid Compliant Annuities. We also offer VA Annuities, irrevocable funeral expense trusts, whole life insurance, refusal letters, annuities to fund a personal services contract, tax-deferred annuities, and more.

Krause Financial Services acts as full service boutique crisis planning firm. We diligently compile the most updated state-specific figures for ease of planning. We also offer one-on-one case guidance, Medicaid planning case analysis and Veterans Benefits planning case analysis, including planning letters. Additionally, we will value and purchase non-compliant annuities and offer expert testimony and litigation support. We are the go-to company and your strategic partner in crisis Medicaid planning.

The need for long-term care has never been greater. The number of Americans over the age of 65 is expected to reach over 80 million by 2050, and at least 70% of seniors will require long-term care. With nursing home bills often running $85,000 or more annually, many seniors quickly deplete their life savings trying to pay for care. Crisis Medicaid planning can help.

Krause Financial Services has over 25 years of crisis Medicaid planning experience, working with elder law attorneys and helping build practices across the nation. Founder Dale M. Krause, J.D., LL.M. has earned the distinct reputation as the “Pioneer of Medicaid Compliant Annuities” and thousands of elder law attorneys have trusted him, as well as Krause Financial Services, when their clients are in crisis situations.