How Existing Non-Compliant Annuities Affect Medicaid Eligibility
Date Listed: July 22, 2021
Presented By: Thomas Krause, J.D.
In episode 15 of our Industry Insights video series, Thomas Krause, J.D., Vice President of Sales & Marketing, discusses how existing non-compliant annuities could affect your client’s plan for Medicaid eligibility. Tom covers:
- Options for deferred and immediate annuities during spend-down
- What fair market value is and how it is determined
- Handling promissory notes, IRAs, and other financial instruments


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