Medicaid Compliant Annuities

Medicaid Compliant Annuities
A Medicaid Compliant Annuity is a powerful tool that helps elder law attorneys achieve a better solution for clients facing a costly nursing home stay. This innovative product helps achieve:
  • Accelerated Medicaid Eligibility
  • Asset Preservation
  • Peace of Mind

A Medicaid Compliant Annuity is a single premium immediate annuity (SPIA) that contains zero cash value and provides income to the owner. Properly structured, this annuity functions as a spend-down tool that eliminates excess countable assets, allowing the nursing home resident to become eligible for Medicaid benefits.

 

Free Class

cancel