History
- Grounded in the Elder Law Industry -

Our History

Dale M. Krause, J.D., LL.M. started his career as an estate planning attorney in Upper Michigan. He soon discovered that even the best estate plan could be derailed by unexpected long-term care costs. Dale learned everything he could about Medicaid and its requirements. He then worked with an insurance company to create an annuity that would help his clients protect their assets and qualify for benefits programs.

 

As word spread about Dale’s innovative approach, other attorneys started asking him for advice. In the late ’90s, Dale turned over his private practice and obtained his insurance license in order to serve as a broker.  He established Krause Financial Services to assist elder law attorneys on their clients’ crisis planning cases through Medicaid Compliant Annuities.  In 2015, he established The Krause Agency to work with insurance agents and foster wholesaler relationships with insurance companies.  Located in De Pere, WI, his office now houses a growing team of 20+ professionals in a 10,000 square foot space.

 

“While the laws and regulations have changed over the years, the purpose has remained the same: Help attorneys accelerate their clients’ eligibility for benefits programs.”

 

Today, Dale is President and CEO of a thriving company that is the established leader in its field. While the laws and regulations have changed over the years, the purpose has remained the same: Help attorneys accelerate their clients’ eligibility for benefits programs. Dale’s team does this through a range of products and services, a focus on responsiveness and quick turnaround times, and continuing education programs for attorneys.