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The “Name on the Check” Rule with Dale Krause
May 12, 2021 @ 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.