REGISTER: Medicaid Compliant Annuities vs. Promissory Notes

April 21, 2020 | 11:00AM CDT

ABOUT THIS WEBINAR:

Have you ever wondered how a Medicaid Compliant Annuity compares to a promissory note? With these two Medicaid planning tools containing similar attributes, it can be hard to keep them straight.

Join Krause Financial Services’ President and CEO, Dale Krause, J.D., LL.M., as he takes a deep dive into using a Medicaid Compliant Annuity versus a promissory note and how each affect your clients.

  • Learn the key differences between these popular planning tools.
  • Understand the rules and regulations that govern each tool's use.
  • Explore an in-depth case study comparing the two options.
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ABOUT THE PRESENTER:

Dale Krause, J.D., LL.M.

Dale Krause, J.D., LL.M.

President and CEO

Often referred to as the “Pioneer of Medicaid Compliant Annuities,” Dale is a leading national authority on crisis Medicaid planning. He began his career as an estate planning attorney before closing out his private practice to pursue the design and development of Medicaid Compliant Annuities. In addition to being an attorney, Dale is also a Certified Medicaid Planner (CMP) and has his Certification in Long-Term Care Insurance (CLTC).

 

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KrauseCAST Webinar Series

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