David Currie
Relationship Manager
Helping attorneys and legal professionals better serve seniors in times of need is what drives David’s work every day. He connects with attorneys across the country to understand their practices, challenges, and goals. David’s work sits at the intersection of relationship-building and problem-solving, ensuring professionals are equipped to deliver impactful solutions when it matters most.
David also brings a strong financial foundation to every conversation, especially when it comes to the financial considerations that often overlap with long-term care and Medicaid planning. David graduated from Georgia Southern University with a bachelor’s degree in Economics and maintains his Series 3, 7, 63, and 65 licenses.
As a speaker, David delivers clear, nuanced education on complex topics in an approachable, engaging way. He values integrity, open communication, and practical takeaways, making him a trusted resource for attorneys and professionals looking to deepen their understanding of long-term care and Medicaid planning while strengthening their practices.
David's Top Topics
- Insurance-based solutions for long-term care
- The basics of using a Medicaid Compliant Annuity in crisis planning
- Advanced Medicaid Compliant Annuity case studies
- How to handle IRAs in Medicaid planning
David's Speaking Experience
- MCA Strategies to Help Single Clients Achieve Medicaid Eligibility | Elder Law College
- Strategies to Protect Your Client’s IRA Using Medicaid Annuities | Tennessee Bar Association
- Medicaid Compliant Annuity Strategies | Illinois NAELA