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.

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.

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.

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.