Alex Thompson, MBA
Sales Director
Alex plays a key role in shaping sales strategy, strengthening client relationships, and guiding his team as they support attorneys through complex spend-down and crisis planning scenarios. Known for his strong communication style and practical problem-solving approach, Alex brings a steady, solutions-focused presence to every interaction. His commitment to reliability, transparency, and efficiency has helped him build long-standing relationships across the elder law community.
As a speaker, Alex offers a real-world perspective on Medicaid planning and innovative long-term care solutions. His presentations are clear, grounded, and actionable, making him a valuable voice for industry events focused on improving outcomes for attorneys, legal professionals, and the families they serve. Alex graduated from the University of Wisconsin–Green Bay with a bachelor’s degree in Business Administration with an emphasis in Human Resources Management, and he earned his MBA from Columbia Southern University.
Alex's Top Topics
- Medicaid crisis planning
- Insurance-based solutions for long-term care
- The basics of using a Medicaid Compliant Annuity
- Advanced Medicaid Compliant Annuity case studies
- How to handle IRAs in Medicaid planning