Planning with MCAs: Best Practices and Tips for Success

October 12, 2023
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About This Webinar:

Are you familiar with Medicaid Compliant Annuities (MCAs) but looking to take your knowledge up a level? Our next webinar is for you!

Join us as Dale Krause, J.D., LL.M., explores the requirements of an MCA and breaks down our most popular planning strategies. This webinar will explore best practices related to structuring and timing the annuity process, considerations when choosing an annuity term, and a breakdown of how the beneficiary requirements work in practice.

Plus, Dale will also cover:

  • Considerations when your client owns an IRA
  • Case studies for both single and married clients
  • The economic results of using an MCA

Reserve your spot today!

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About the Presenter:
Dale Krause, J.D., LL.M.

Dale Krause, J.D., LL.M.

President and CEO

Often referred to as the “Pioneer of Medicaid Compliant Annuities,” Dale is a leading national authority on crisis Medicaid planning. He began his career as an estate planning attorney before closing out his private practice to pursue the design and development of Medicaid Compliant Annuities. In addition to being an attorney, Dale is also a Certified Medicaid Planner (CMP) and has his Certification in Long-Term Care Insurance (CLTC).

Learn how working with Krause can empower your practice.

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