We exist to advise, inform and empower elder law attorneys and financial planners in counseling their clients to preserve their assets while qualifying for Medicaid and Veterans benefits, providing life-changing solutions through custom designed insurance products.
Working with elder law attorneys and financial planners, we leverage our knowledge of Medicaid and Veterans benefits, providing planning tools and using custom designed insurance annuity products as a spend-down strategy to qualify for Medicaid and Veterans benefits, while preserving their client’s assets.
As a pioneering financial services firm, specializing in the design and development of Medicaid Compliant Annuities and crisis planning services, we navigate the land mines, providing both the plan and the unique products to qualify for Medicaid and Veterans benefits.
Throughout our history, we’ve worked as a strategic partner and a collaborative resource, advising on the correct path to Medicaid qualification and asset preservation.
We are more than just a product provider. We are a full-service, strategic partner in building your practice. Use our Frequently Asked Questions to gain a better understanding of who we are and how to work with us.