Transferring Assets to an MCA: Execution, Timing, and Common Pitfalls to Avoid
February 10, 2026
12 PM CST
1.0 Credit
About This Webinar:
Join Compliance Director Collin Terry, MBA, CLTC, for this can’t-miss webinar!
Collin will uncover the best practices—and common pitfalls—to avoid when transferring assets, including IRAs, employer-based plans, and non-qualified annuities, into a Medicaid Compliant Annuity (MCA).
This webinar is designed to help you understand the different processes required for different asset types and how to avoid costly delays in your client’s Medicaid eligibility. Collin will cover:
- How pre-tax accounts and deferred annuities are treated for Medicaid purposes, including distinctions between the applicant and the community spouse
- Methods for transferring these accounts into a Medicaid Compliant Annuity without triggering tax penalties
- A breakdown of transfer timing and how to properly coordinate with the Medicaid application
This deep dive will help you approach account transfers with confidence and ensure a smoother process for both you and your clients. Reserve your spot today!
*1.0 hour standard CLE pending
This Webinar Starts In:
