Krause Financial Services
Dale M. Krause
Business

1234 Enterprise Drive
De Pere, WI 54115
(866) 605-7437

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Author Of

TitleDescription
Medicaid Compliant Annuity For the Institutionalized SpouseWhen 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.
Fixing the Leak: Avoiding IRA Liquidation in Crisis Medicaid PlanningThroughout this article, the authors maintain perspective by evaluating the need from which the current Medicaid laws and regulations arise — the need to provide long-term care for America’s aging population.
Protecting IRAs in Crisis Medicaid PlanningThis session will address how IRAs affect Medicaid eligibility, the consequences associated with liquidating these accounts, and how to use a properly-structured immediate annuity while helping clients qualify for Medicaid benefits.
Using Annuities in Crisis Medicaid PlanningThis session addresses how to properly utilize a Medicaid Compliant Annuity to help your elderly clients including those with large retirement accounts.

Professional Information

About the Practice
Krause Financial Services is a firm that provides specialized insurance solutions for attorneys to help their client pay for long-term care. With over years of experience, our core offerings include Medicaid Compliant Annuities, Funeral Expense Trusts, Long-Term Care Insurance, and elder law education and resources, all designed to grow and streamline your practice. In addition to the products we offer, our team is devoted to providing unparalleled back-office support that both you and your clients can rely on. Go to www.medicaidannuity.com for more information.
Professional Biography
Dale M. Krause, J.D., LL.M., is the President and CEO of Krause Financial Services—a firm that specializes in asset preservation solutions through the use of Medicaid Compliant Annuities, Long-Term Care Insurance, and other insurance products. Although Dale began his career as an estate planning and elder law attorney, he eventually left his practice to pursue the design and development of the Medicaid Compliant Annuity before establishing Krause Financial Services. Dale was the first person to bring this revolutionary product to market for attorneys nationwide, thereby earning the distinction of the “Pioneer of Medicaid Compliant Annuities.”

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