In episode 11 of our Industry Insights video series, Alisa Lamal, Benefits Planner, discusses using a Medicaid Compliant Annuity for a married couple in the name of the community spouse.

Alisa outlines the logistics and considerations behind this strategy by taking a closer look at asset transfers between spouses, income shifts to meet the Monthly Maintenance Needs Allowance (MMNA), and what happens if the community spouse predeceases the terms of the annuity.

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