Collin Terry, MBA, CLTC
Collin has been a Benefits Planner with Krause since 2017. On any given day, he can be found educating and providing solutions for elder law attorneys across the country. Throughout the day, Collin corresponds with clients via phone and email and provides customized planning letters for each unique case. His main priorities are protecting seniors’ wealth, accelerating their Medicaid eligibility, and reducing the taxation of their IRAs.
Collin graduated with a bachelor’s degree in Business Administration from the University of Wisconsin—Oshkosh and earned his MBA from Columbia Southern University. He has prior experience working in sales and customer service roles, which have prepared him for providing the best products and service to attorneys and their clients in the Medicaid planning process. Collin also has his Certification in Long-Term Care (CLTC).
Each day, Collin focuses on providing quick and accurate responses to his clients. He is always willing to go above and beyond to help attorneys deal with the tougher transactions, such as speaking with the custodian companies for IRA rollovers and exchanges. In addition to offering unique solutions to attorneys, Collin aims to provide the utmost customer experience for every case. His organization, dedication, and determination drive him in his job as well as accomplishments like earning his MBA.
In his free time, Collin enjoys golfing, attending sporting events, and going to the beach in the summer. He also loves spending time with his wife, Sarah, and their three kids, Cam, Ben, and Olivia.