The “Name on the Check” Rule with Dale Krause

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The “Name on the Check” Rule with Dale Krause

May 12 @ 12:00 PM - 1:00 PM

Join the President and CEO of Krause Financial Services, Dale Krause, J.D., LL.M., as he explores a unique Medicaid Compliant Annuity planning strategy: the “Name on the Check Rule.”

This is a strategy you can use to your client’s advantage in protecting their retirement accounts during the Medicaid spend-down process. Dale will discuss how the rule works, when it’s appropriate to use, and how to answer common questions from the state Medicaid agency. He’ll also show the plan in action with a step-by-step case study.

Click here to register.

Details

Date:
May 12
Time:
12:00 pm - 1:00 pm
Event Categories:
,
Website:
https://attendee.gotowebinar.com/register/6848625245584121101

Venue

Webinar

Organizer

Wilson Law Group
Phone:
(608) 833-4001
Email:
mail@wilsonlawgroup.com
Website:
wilsonlawgroup.com