Krause Financial Services Valuation of Non-Compliant Annuities

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Why Utilize Krause’s Annuity Valuation Services?

Annuities are one of the most popular investment vehicles available. Many clients own old annuities that are not compliant with the Deficit Reduction Act of 2005 (DRA) and will likely render them ineligible for Medicaid.  In these cases, we can assist in determining the value of the contract and whether or not it can be sold for cash, allowing your client to pursue crisis planning options.

Have an Annuity that needs Valuation?

If your client owns an annuity that will prevent them from qualifying for Medicaid, simply send us a copy of the full contract.  We will perform a valuation process to determine its fair market value and assist in selling it on the secondary market. The entire process from valuation to change of ownership can be completed in as little as 1-3 weeks.

Is there a fee for this service?

There is no fee for this service

Contact us

If you have an annuity you’d like Krause Financial Services to value, please contact us.