Oct

    Using Annuities to Accelerate Medicaid Eligibility[CC]

    1 PM EDT

    In this webinar, Dale Krause, Valerie Lynn Peterson, and Scott Engstrom will give attendees a first-hand look at how a Medicaid Compliant Annuity can help their clients during the crisis Medicaid planning process.

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    The Medicaid planning process can be daunting. This webinar will explore how to use Medicaid Compliant Annuities to accelerate eligibility, protect assets, and streamline the process. Complete with real life case studies, attendees will walk away with a detailed understanding of one of the industry's most powerful spend-down tools.

    Registrants of the webinar will:

    • Understand what a Medicaid Compliant Annuity is and how it works
    • Define the requirements of a Medicaid Compliant Annuity
    • Explore two detailed case scenarios to show the Medicaid Compliant Annuity in action

    Event Details

    Duration

    90

    Format

    Web

    Date

    Oct 01, 2020

    2020-10-01T13:00:00-04:00 2020-10-01T14:30:00-04:00 Using Annuities to Accelerate Medicaid Eligibility[CC]

    In this webinar, Dale Krause, Valerie Lynn Peterson, and Scott Engstrom will give attendees a first-hand look at how a Medicaid Compliant Annuity can help their clients during the crisis Medicaid planning process.

    Sponsors

    Panelists

    Dale Krause

    Scott Engstrom

    Moderators

    Valerie Lynn Peterson

    MCLE Information

    The ABA will seek 1.50 general credit hours in 60-minute-hour states, and 1.80 general CLE credit hours in 50-minute states. Credit hours are estimated and are subject to each state’s approval and credit rounding rules.

    View - MCLE Details

    Deaf/Hard of Hearing Attendees

    CART (Communication Access Realtime Translation) service provides instant accessibility for the deaf and hard of hearing by delivering the spoken word as a realtime stream of text. CART service for this program is firewall-friendly and works in almost any network environment with Internet access, and is compatible with all major web browsers.

    Read more about - Webinar Features

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