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Carriers in the Medicaid Compliant Annuity Industry

Date Listed: May 24, 2021
Presented By: Dale Krause, J.D., LL.M.

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In episode 14 of our Industry Insights video series, Dale Krause, J.D., LL.M., President and CEO, discusses important considerations when working with Medicaid Compliant Annuity carriers. Dale covers:

  • Why carriers enter or leave the industry
  • Factors to consider when choosing a carrier
  • The importance of long-standing relationships with carriers
More videos from the Krause Industry Insights Series:
Overcoming Denials and Fair Hearing Support
9:34
Overcoming Denials and Fair Hearing Support
Planning Trends and Incorporating Medicaid Planning into Your Practice
8:05
Planning Trends and Incorporating Medicaid Planning into Your Practice
How LTCI Fits into Your Practice
6:38
How LTCI Fits into Your Practice
Fair Hearing and Medicaid Denial Case Studies
10:44
Fair Hearing and Medicaid Denial Case Studies
Using IRAs to Fund Medicaid Compliant Annuities
7:48
Using IRAs to Fund Medicaid Compliant Annuities
Case Discussion: District Court Affirms MCA as Irrevocable
11:13
Case Discussion: District Court Affirms MCA as Irrevocable
The Logistics of a Medicaid Compliant Annuity
7:12
The Logistics of a Medicaid Compliant Annuity
Common Mistakes in the Fair Hearing Process
10:14
Common Mistakes in the Fair Hearing Process
The Attorney's Role in Identifying and Addressing Elder Abuse
9:59
The Attorney's Role in Identifying and Addressing Elder Abuse
Do Non-Attorneys Have a Role in Medicaid Planning?
8:56
Do Non-Attorneys Have a Role in Medicaid Planning?
Using Medicaid Compliant Annuities in the Name of the Community Spouse
7:13
Using Medicaid Compliant Annuities in the Name of the Community Spouse
The Treatment of a Trust for the Sole Benefit of a Community Spouse
8:24
The Treatment of a Trust for the Sole Benefit of a Community Spouse
Using a Medicaid Compliant Annuity for a Single Person
7:05
Using a Medicaid Compliant Annuity for a Single Person
How Existing Non-Compliant Annuities Affect Medicaid Eligibility
9:21
How Existing Non-Compliant Annuities Affect Medicaid Eligibility
MassHealth Questioned as Primary Remainder Beneficiary on Community Spouse Annuities
8:29
MassHealth Questioned as Primary Remainder Beneficiary on Community Spouse Annuities
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