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Have you ever encountered a senior client who was in need of long-term care but it was clearly too late for LTCI? Don’t turn those clients away—offer them a solution! You can use a specially-structured Single Premium Immediate Annuity to accelerate their eligibility for Medicaid to pay for long-term care. Plus, they get to save their assets in the process. Hosted by national Medicaid Compliant Annuity expert Dale Krause, J.D., LL.M., attendees of this webinar will learn:

• What a Medicaid Compliant Annuity is and its requirements

• The considerations involved when conducting this type of planning

• The economic savings this product can provide senior clients

 

*CE/CPE Eligible: 1 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.

 

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.