CRISIS MEDICAID CASE ANALYSIS
Developing Solutions for your Clients Facing Long-Term Care
We help attorneys across the country on their crisis Medicaid cases. We will review your client's unique case facts and create a comprehensive proposal to accelerate eligibility for benefits using a Medicaid Compliant Annuity.
Comprehensive Help You Can Trust:
Whether you're new to elder law or you're a crisis Medicaid planning expert, you can trust us to provide the tools and resources you need to succeed. Our proven and effective strategies will help your clients achieve eligibility, as well as peace of mind.
We Provide:
Complimentary Eligibility Proposals
Our Benefits Planners will provide a detailed planning letter outlining a strategy to accelerate Medicaid eligibility, an annuity recommendation, and the economic results of the plan.
Product Support
If your client chooses to proceed with the plan, our Benefits Planners will guide you through the annuity application, the purchasing process, and issuance of the contract.
Timely Responses
When dealing with crisis Medicaid planning, we understand that time is of the essence. We guarantee your complimentary case analysis within one business day.
One-on-One Guidance
If you have any questions or concerns regarding your client's proposal, we are here to help. We will walk you through the plan step by step.
State-Specific Planning
Medicaid rules vary from state to state. Our office constantly researches updates and regulations to ensure the proposed analysis fits your state's exact requirements.
How We Work With You:
Working with our office is simple.
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1Provide your client's case facts via e-mail, phone call, or our online quote request tool.
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2Upon receiving the necessary information, a Benefits Planner will provide you a comprehensive proposal within one business day, along with the annuity application.
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3When your client is ready to proceed, simply send us the executed application and funds.
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4After we ensure the annuity meets all federal and state regulations, we overnight the application and funds to the insurance company.
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5Within 5-10 business days (in most cases), we receive the annuity contract and immediately forward it to your office.