Refusal Letters

Sometimes, the state Medicaid agency may require additional documentation to secure the viability of Medicaid Compliant Annuities. That is why we provide refusal letters upon request.

In a few states, a Medicaid Compliant Annuity may be considered an unavailable resource only if documentation is provided to the caseworker showing three companies on the secondary market that have stated their inability to purchase the annuity.

Refusal Letters are right for your client if:
Their state Medicaid agency requires additional documentation to secure the viability of Medicaid Compliant Annuities.