In episode 15 of our Industry Insights video series, Thomas Krause, J.D., Vice President of Sales & Marketing, discusses how existing non-compliant annuities could affect your client’s plan for Medicaid eligibility. Tom covers:
• Options for deferred and immediate annuities during spend-down
• What fair market value is and how it is determined
• Handling promissory notes, IRAs, and other financial instruments
