Best Practices for Transferring Assets to a Medicaid Compliant Annuity

March 12, 2026
12 PM CDT
Collin Terry, MBA, CLTC
Presented by: Collin Terry, MBA, CLTC
Compliance Director
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Best Practices for Transferring Assets to a Medicaid Compliant Annuity
About This Webinar

Join Compliance Director Collin Terry, MBA, CLTC, for this key webinar! In this 30-minute session, we will cover:

  • How pre-tax accounts and deferred annuities are treated for Medicaid purposes
  • Methods for transferring these accounts into a Medicaid Compliant Annuity without triggering tax penalties
  • A breakdown of transfer timing and how to properly coordinate with the Medicaid application

Collin will explore the considerations of different assets like IRAs, employer-based plans, and non-qualified annuities. This can’t-miss webinar will help you approach asset transfers with confidence and ensure a smoother process for both you and your clients.

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About the Presenter:
Collin Terry, MBA, CLTC

Collin Terry, MBA, CLTC

Compliance Director

As Compliance Director, Collin researches and communicates Medicaid policy and strategy updates—those that are vital to ensuring compliance and efficiency for our Medicaid Compliant Annuity cases. Each day, Collin focuses on providing quick and accurate responses to his team as well as our clients and always is willing to go above and beyond.

Collin started at Krause as a Benefits Planner in 2017. He holds a bachelor’s degree from the University of Wisconsin–Oshkosh and an MBA from Columbia Southern University.