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!