Using a Medicaid Compliant Annuity for a Single Person
Date Listed: March 10, 2021
Presented By: Collin Terry, MBA, CLTC
In episode 13 of our Industry Insights video series, Collin Terry, Sales Manager, discusses options available to a single person utilizing a Medicaid Compliant Annuity. Collin covers:
- Advantages of using a Gift MCA plan
- Calculations factored into a gift and annuity
- Alternative planning methods


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