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Medicaid Compliant Annuity For the Institutionalized Spouse
When dealing with a married couple, it is easy to assume using a Medicaid Compliant Annuity in the name of the community spouse is the best option. However, you may be missing out on key opportunities to save your clients even more money. In this presentation, Dale M. Krause, J.D., LL.M., will explore an alternative annuity strategy for married couples. He will explain the pros and cons of these different strategies, how to take advantage of more favorable beneficiary designation rules, and illustrate the financial implications in a comparative case study.
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Dale M. Krause
Krause Financial Services
De Pere, WI
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