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Carriers in the Medicaid Compliant Annuity Industry
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Carriers in the Medicaid Compliant Annuity Industry
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How Existing Non-Compliant Annuities Affect Medicaid Eligibility

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

More videos from the Krause Industry Insights Series:
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