Explore how Medicaid Compliant Annuities can be used to accelerate your client's Medicaid eligibility. This course offers an overview of the Illinois Medicaid program, defines the requirements of a Medicaid Compliant Annuity, and reviews two case studies showing this spend-down tool in action. Plus, you'll walk through the annuity sales process. Sponsored by Krause Financial Services.
Sponsored by Krause Financial Services
Presenter: Aaron Kempen, Krause Financial Services
As the Director of Business Development, Aaron works with attorneys who are new to Krause Financial Services to help them better understand our products, strategies, and everything else we have to offer legal professionals in the elder law industry. Having previously worked as a Benefits Planner, Aaron has walked thousands of attorneys and their clients through the crisis planning process. Beyond the one-on-one guidance he provides, he also speaks regularly at educational seminars and often presents for our KrauseCAST webinar series.
Aaron graduated Magna Cum Laude from the University of Wisconsin – Milwaukee with bachelor’s degrees in Finance and Economics. He is also a licensed insurance agent.