How Agents Should Approach Non-Compliant Annuities in Medicaid Planning

October 30, 2025
12 PM CDT
Thomas Krause, J.D.
Presented by: Thomas Krause, J.D.
President
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How Agents Should Approach Non-Compliant Annuities in Medicaid Planning
About This Webinar

Certain assets pose a problem when it comes to Medicaid planning, and one of the trickiest roadblocks to overcome is an existing, non-compliant annuity. Learn how to navigate these assets with ease during this session with Krause Agency President, Thomas Krause, J.D.! In this webinar, Tom will cover:

  • The different types of annuities and how they impact Medicaid eligibility
  • When a Section 1035 Tax-Free Exchange can be used to eliminate the annuity
  • How selling an annuity on the secondary market works and what to expect from the process

Tom will also explore when an existing annuity is treated as an asset or a divestment, key contract language to be on the lookout for, and a unique commission opportunity for agents in this scenario.

Register now for this insightful discussion!

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About the Presenter:
Thomas Krause, J.D.

Thomas Krause, J.D.

President

Thomas specializes in using annuities to accelerate eligibility for government benefits, expert testimony, and litigation support if clients are faced with a Medicaid denial, and the valuation and sale of non-compliant annuities.

Thomas has a passion for teaching agents crisis Medicaid planning strategies for their senior clients. He speaks at legal forums throughout the country and often hosts our national Krause Webinars series.

Thomas earned his B.S. degree in Economics from the University of Wisconsin–Milwaukee in 2010 and his J.D. from California Western School of Law in 2014. He is a member of the California State Bar.