The Basics of Medicaid Compliant Annuities

August 7, 2025
12 PM CDT
Nate Ziolkowski
Presented by: Nate Ziolkowski
Medicaid Annuity Sales Manager
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The Basics of Medicaid Compliant Annuities
About This Webinar

Are you new to Medicaid Compliant Annuity planning or in need of a refresher? We’ve got you covered! Join Medicaid Annuity Sales Manager, Nate Ziolkowski, as he dives into the fundamentals of this crucial crisis planning tool. You will learn:

  • What a Medicaid Compliant Annuity is and how it functions as a spend-down tool
  • A framework of the Medicaid program and how the annuity works within these rules
  • Case studies showing the annuity in action

Don’t miss your chance to go back to the basics. This session will provide a solid foundation of the Medicaid program and address common FAQs that both new and experienced agents often ask.

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About the Presenter:
Nate Ziolkowski

Nate Ziolkowski

Medicaid Annuity Sales Manager

Nate joined our team in 2018 as a Benefits Planner prior to taking on his current role. As Sales Manager, Nate regularly works with agents and advisors on planning strategies for their senior clients. He is enthusiastic about long-term care planning products and often comes up with creative solutions to challenging circumstances. Nate attended the University of Wisconsin—Green Bay and calls northern Wisconsin home. Outside of work, he enjoys spending time with his wife and three boys.