Medicaid Planning

What to Expect from the Secondary Annuity Market

Medicaid Planning

MassHealth Update: State Must Be Named Beneficiary on Community Spouse Annuities

Sales and Marketing

Where to Begin: Content Marketing Ideas for Agents & Advisors

Sales and Marketing

What to Know about Gifting Stock

Medicaid Planning

How Does Medicaid Determine the Snapshot Date?

Medicaid Planning

Updates in Michigan Present a Prime Opportunity for Local Agents

Medicaid Planning

A Financial Advisor’s Role in Estate Planning

Medicaid Planning

A Medicaid Planner’s Guide to Completing the Medicaid Application

Medicaid Planning

How Long Should My Client’s MCA Term Be?

Medicaid Planning

How Does a Reverse Mortgage Affect Medicaid?

Funeral Insurance

What’s the Difference Between a Prepaid Funeral Plan and Irrevocable Funeral Expense Trust?

Medicaid Planning

How to Choose an MCA Provider