Esther Acosta, Elisabeth Dery, and Kimberly Browning discuss the use of annuities in Medicaid planning.
Work with Retirement Assets and Medicaid
On-Demand Seminar (Posted 05/14/19) | Level: Intermediate
Get up-to-date Medicaid and retirement planning strategies to successfully navigate complex federal and state regulations in this ever-changing area. Protect your clients' interests by determining which assets are countable or exempt.