The complimentary Medicaid & VA Planning tools found on this page are an example of just another way Krause Financial Services strives to provide excellent customer service. Here you will be able to find various useful pieces of information that will assist you within your practice. If you require more specific information, please feel free to contact us or visit the state-specific resources page.
Planning Intake Forms
- Individual Person Intake Sheet
- Married Couple Intake Sheet
- Institutionalized Couple Intake Form
- VA Benefits Intake Form
- Simple Medicaid Annuity Quote Form
- Simple VA Quote Form
- Immediate Annuity with PSK Quote Form
Medicaid Case Studies
- Community Spouse Case Study
- Gifting Case Study
- Name on the Check Rule Case Study
- Single Individual Case Study
