REGISTER: Comparing MCA Strategies for a Single Person

AIRED ON: June 16, 2020 | 11:00AM CST

ABOUT THIS WEBINAR:

In this installment of the KrauseCAST webinar series, our Director of Business Development, Aaron Kempen, joins us to discuss the two primary Medicaid Compliant Annuity (MCA) strategies used for a single person: the Gift/MCA Plan and the Standalone MCA Plan.

Aaron will discuss the Medicaid eligibility rules that govern the use of either strategy, the economic results of each option, and how to choose which plan is best suited for your client’s unique situation.

This webinar will also feature:

  • A side-by-side comparison of the plans in action
  • Two downloadable case studies
  • A live Q&A session
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ABOUT THE PRESENTER:

Aaron Kempen

Aaron Kempen

Director of Business Development

Aaron has been with Krause Financial Services since 2011.  As the Director of Business Development, he focuses on working with attorneys new to Krause Financial Services to help them better understand our products, strategies, and everything else we have to offer the elder law industry. Having previously worked as one of our of Benefits Planners, Aaron has walked thousands of attorneys and their clients through the crisis planning process.

 

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KrauseCAST Webinar Series

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Enjoy over 30 previous episodes of KrauseCAST on topics ranging from crisis Medicaid planning strategies to successful marketing techniques for elder law attorneys.