Transfers and 1035s: How to Transfer Assets to a Medicaid Compliant Annuity

May 22, 2025
12 PM CDT
Travis Bitters
Presented by: Travis Bitters
Medicaid Annuity Specialist
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Transfers and 1035s: How to Transfer Assets to a Medicaid Compliant Annuity
About This Webinar

IRAs and existing annuities are well-known to be troublesome assets for Medicaid eligibility. Luckily, a Medicaid Compliant Annuity can help!

  • Learn the methods for transferring IRAs and existing annuities without triggering tax consequences
  • Gain insight into tips and tricks for a smooth transfer process
  • Understand the key pitfalls to avoid

Join Travis Bitters, Medicaid Annuity Specialist, as he dives into the transfer process for Medicaid Compliant Annuities.

Travis will cover which assets can be transferred, the various methods for transferring different types of assets, the advantages or disadvantages of each method, and how to navigate the process like a pro. He’ll also cover best practices and common mistakes to look out for. Reserve your spot for this informative session now!

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About the Presenter:
Travis Bitters

Travis Bitters

Medicaid Annuity Specialist

Travis has been with Krause since 2020. In his role, he regularly corresponds with clients, answering questions, processing applications, compiling planning letters, and sending out the necessary documentation for his cases. In addition to helping agents accelerate Medicaid eligibility for their senior clients through the use of a Medicaid Compliant Annuity, Travis also works with them to ensure they find the right products for each unique case.

A licensed insurance agent (life and health), Travis graduated from Ripon College with a Bachelor of Arts degree in Business Management and Psychology. He is passionate about helping others and always strives to empathize with each situation. In his free time, he enjoys spending time with his friends and family, especially his wife and daughter.