Medicaid Annuity Services

Services

Your Strategic Partner in Elder Law

We go beyond being a product provider by offering complimentary 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
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.
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.
Close up of financial advisor having a meeting with seniors.
Long-Term Care Insurance Consultation
We offer complimentary LTCI consultations to help you better understand the role Traditional and Hybrid policies play in both your client’s estate plan and your practice as a whole.