Planning with Annuities vs. Promissory Notes
POSTED ON - April 21, 2020
Presented By Dale Krause, J.D., LL.M.
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.