stack of documents, pen, glasses on table

Update Regarding COVID-19

With COVID-19 affecting our communities and our businesses, we want to assure you that our office is still fully operational and prepared to continue offering you our full range of products, services, and support. We are taking every measure possible to ensure the health and safety of our staff members while also meeting our commitments to you and your clients. Keep reading to learn more.


Remote Capabilities


Many of our staff members have made the transition to work from home over the next few weeks. We are fully equipped to operate on a remote basis, and we assure you will receive prompt response times and friendly service, just as if we were in the office.


Electronic Application Processing


We understand several law firms are currently offering client services remotely. Many of our Medicaid Compliant Annuity carriers can accommodate electronic annuity applications or accept a wire transfer of funds in place of a physical premium check. For more information on these options, please contact your Benefits Planner.


 Contacting our Office


While we’ve implemented electronic processes to streamline much of the Medicaid Compliant Annuity process, know that our physical office location is still open from 7 am to 5 pm Central Time. Continue calling us at (866) 605-7437 and sending any necessary paperwork to our office in De Pere, Wisconsin—we’ll be here for you.


We believe that when we work together, we’re able to accomplish anything. Remember, we’re here to be your partner in the long-term care planning process. We encourage you to contact us if there’s anything else we can do to assist you and your firm during this time.