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.

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DISCOVER THE VALUE OF YOUR CLIENT'S CONTRACT

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
SPEND-DOWN PLAN

best offer
guarantee

2 weeks average
processing time

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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.

Our Process

STEP ONE

Send your client’s contract

STEP TWO

We assess contract value

STEP THREE

We present multiple offers

STEP FOUR

Client accepts an offer

STEP FIVE

Client completes paperwork

STEP SIX

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.

Elderly Couple Working With Financial Planner