Comparing MCA Strategies for a Single Person
POSTED ON - June 17, 2020
Presented By Aaron Kempen
In this month’s installment of KrauseCAST, 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