Services

Your Strategic Partner in Elder Law

We go beyond providing innovative products–we also offer complementary services designed to help you succeed in long-term care planning.

We are here to support you every step of the way.

Crisis Medicaid Case Analysis
When you send us your client's case facts, we will do a thorough review and provide a detailed proposal to accelerate their Medicaid eligibility.
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Expert Testimony & Litigation Support
Although rare, some Medicaid cases are misunderstood and result in a denial. We provide the guidance and support needed for your client's case.
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Valuation of Non-Compliant Annuities
If your client has a non-compliant annuity, we can help determine its value, assess whether it can be sold, and provide cash offers for the contract.
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Long-Term Care Insurance Consultation
Schedule a complimentary Long-Term Care Insurance consultation to find out how an LTCI policy can improve your client's estate plan and your practice as a whole.
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Financial Planning Referral Service
If you have a client seeking assistance managing their wealth, allow us to refer them to a financial professional who can help.
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