A pioneer in the field of Medicaid planning, Dale has spent decades helping families navigate the complexities of long-term care and Medicaid planning with compassion and expertise. As the founder and CEO of Krause Agency, Dale has been instrumental in creating innovative planning solutions, including the Medicaid Compliant Annuity, a game-changing tool that has empowered countless families to protect their assets while accelerating their eligibility for benefits.
Dale began his career as an estate planning attorney, where he honed his skills in asset protection and elder law. Driven by a desire to make a broader impact, he eventually founded Krause Financial and Krause Agency and has been a leader in the Medicaid planning industry ever since. Known for his dynamic speaking style and deep knowledge of insurance regulations, Dale frequently speaks at national conferences, seminars, and webinars, sharing his insights with estate planners, elder law attorneys, insurance agents, financial advisors, and other professionals across the country. His expertise has been recognized in major publications, including Senior Market Advisor, NAELA News, and The Wall Street Journal, and the Journal of Financial Planning.