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Case Studies in Medicaid Compliant Annuity Planning

September 22, 2026
12 PM CDT
Presented by Collin Terry, MBA, CLTC | Compliance Director

Join Collin Terry, MBA, CLTC, as he illustrates how the Medicaid Compliant Annuity works in various crisis planning cases for clients facing a long-term care event! We'll dive into strategies attorneys need to know for unique client scenarios.

Case Studies in Medicaid Compliant Annuity Planning
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