Looking for a Speaker?

Expert Insights on the Senior Market, Long-Term Care Planning, and Beyond

Are you seeking an experienced speaker for your next event? At Krause Agency, we have a team of speakers that deliver unmatched expertise in the senior market and long-term care planning, addressing the unique financial challenges that come with aging. Our seasoned experts bring expertise to the intricacies of long-term care planning, asset protection, Medicaid Compliant Annuities, long-term care insurance, and more. Krause Agency is here to help your team approach the senior market with renewed confidence and clarity.

Consider one of our speakers for your next in-person event, virtual seminar, webinar, or other educational gathering for financial professionals!

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Our Team of Speakers

With years of industry experience, our speakers are well-versed in the complexities of long-term care planning and the senior market. Take a moment to get to know our presenters and find the topics that interest you.

Topics of Expertise

The Krause Agency team specializes in speaking topics centered on long-term care insurance and planning, Medicaid Compliant Annuity strategies, funeral insurance, short-term care insurance, Medicare insights, and asset preservation, catering to insurance professionals, financial advisors, and their clients, as well as other long-term care professionals. Our most popular topics are listed below but we’re happy to discuss other topics of interest to you.

  • Insurance-based solutions for long-term care
  • Crisis Medicaid planning and the long-term care Medicaid program
  • Medicaid Compliant Annuity strategies for married couples and single clients
  • How to handle IRAs in Medicaid planning
  • How to discuss long-term care insurance with clients
  • Traditional and hybrid long-term care insurance
  • Benefits of offering short-term care insurance
  • Funeral insurance products to help clients prepare for end-of-life expenses
  • Medicare plans and selling tips
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As a financial advisor, I found the insights shared not only profound but immediately applicable to my needs. The detailed breakdown of strategies for asset preservation and long-term care planning provided me with the tools needed to better assist my clients.
– Corporate Event Attendee

Why Krause Agency?

Krause Agency is an industry ally for professionals in the senior market, delivering bookend planning solutions and unmatched guidance on asset protection and financial stability. Our speakers are well-versed in Medicaid Compliant Annuities, long-term and short-term care insurance, funeral insurance, and asset preservation strategies, offering valuable insights and up-to-date knowledge at every speaking engagement. The extensive experience of our team positions us as the go-to experts for providing actionable guidance, enabling professionals to serve their clients with confidence.

Speaking Experience

Thomas Krause, J.D.

  • Leveraging Medicaid Compliant Annuities | ILTCI Conference
  • How to Accelerate Medicaid Eligibility When Your Client Owns an IRA | CSA Conference
  • What Advisors Need to Know About Medicaid Compliant Annuities | Ross Wealth Management

Dale Krause, J.D., LL.M.

  • Mastering Medicaid Crisis Planning: Strategies for Asset Protection with Medicaid Compliant Annuities | Financial Experts Network
  • Medicaid Annuities and IRAs: How to Handle Retirement Accounts in Medicaid Planning | Financial Experts Network
  • What Agents Need to Know About Medicaid Compliant Annuities | FET Expo

Holly Westervelt, MBA, CLF, LUTCF

  • From Specialist to Problem-Solver: Innovative Strategies for the LTCI Conversation | Game Changer Tour
  • Leveraging Medicaid Compliant Annuities | NAIFA

La Rae Mills, LTCP

  • Planning for Long-Term Care: How Insurance Can Help | Strada Wealth Management
  • Navigating Long-Term Care Planning from A to Z | Missouri NABIP
  • What's New in Long-Term Care Insurance? | Financial Experts Network

Madolyn Reynolds, CLTC

  • Incorporating Short-Term Care Insurance into Your Product Portfolio | Financial Experts Network
  • Leveraging Medicaid Compliant Annuities | ILTCI Conference
  • Early Action, Better Results: Navigating LTCI Solutions for Younger Clients | Financial Experts Network

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