Medicaid Annuity Services
Services

Your Strategic Partner in Elder Law

Our commitment to providing outstanding customer service is unparalleled in the industry. Our services are here to guide you and your client toward Medicaid and VA eligibility, and most are complimentary. They are just a few ways we strive to equip you with everything you need to be successful. Find a full list of our services below.

Crisis Medicaid Case Analysis
It is never too late to save a client’s assets, even if they are already in a nursing home. We will review your client’s case facts and create a comprehensive proposal to accelerate Medicaid eligibility.
VA Case Analysis
If your client fits the VA service requirements, we can review their case facts and create a comprehensive proposal to accelerate eligibility for the VA
Aid & Attendance program.
Medicaid Annuity Expert Testimony and Litigation Support
Expert Testimony & Litigation Support
Sometimes, Medicaid cases are misunderstood and result in a denial. We stand behind our products and will provide the guidance and support needed for your client’s case.
Valuation of Non-Compliant Annuities
Many clients own old, non-compliant annuities. We can assist in determining the value of the contract and whether it can be sold on the secondary market.