Non-Compliant Annuity Valuation
Eliminate your Client's Problem Asset
An old annuity can derail any Medicaid plan. We help eliminate this troublesome asset, provide your client quick cash, and set them on the path toward Medicaid eligibility.LEARN MORE
What is our annuity valuation service?
When it comes to Medicaid planning, understanding how your client’s assets affect their eligibility is crucial. This is especially true when dealing with existing, non-compliant annuities that can’t be surrendered. In these cases, we’ll review your client’s contract to determine how it affects their eligibility and what the fair market value is. Then, we’ll buy the policy for cash, allowing your client to pursue crisis Medicaid planning and get the benefits they deserve.
TIMED TO CLIENT'S
2 weeks average
What makes us different?
We’ve designed our service with Medicaid eligibility in mind. With an average processing time of only two weeks, the entire process, from the initial contract review to wiring the client their money, has been streamlined to make sure your client gets paid as soon as possible. Other companies can take up to two months or longer to release payment, meaning your client is stuck paying the nursing home bill until those funds come through.
Send your client’s contract
We assess contract value
We present multiple offers
Client accepts an offer
Client completes paperwork
Client receives funds
Ready to See What your Client's Contract is Worth?
For a complimentary review of your client’s contract, complete our quick, simple online quote request form. We’ll assess the annuity to see how it affects your client’s Medicaid eligibility, and, if it has value on the secondary market, we’ll present you and your client offers for quick cash and buy the annuity as soon as possible. Plus, we’ll help you incorporate this step in the Medicaid spend-down process. It’s free. It’s easy. It’s what’s best for your client.