How to Handle Non-Compliant Annuities
POSTED ON - August 25, 2021
Presented By Thomas Krause, J.D.
Have you ever encountered a senior client whose old annuity prevented their Medicaid eligibility? Register for our next installment of KrauseCAST now to learn how to handle this common situation! In this webinar, our Vice President, Thomas Krause, J.D., will take a deep dive into how existing annuities can impact crisis planning and the solutions available to your clients. He will cover:
- The different types of annuities and how they interplay with the Medicaid program
- Whether these annuities are treated as assets or divestments
- When it’s appropriate to sell the annuity on the secondary market
- How the annuity valuation and sale process works