-Proactive-Planning

free webinar

Using Medicaid Compliant Annuities to Plan for Single Clients

Wednesday, June 5
1:00-2:15 p.m. ET
Dale Krause, J.D., LL.M.

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this webinar starts in

2019/06/05 1:00 PM EDT

What You’ll Learn in This Webinar

Join Krause Financial Services President and CEO Dale Krause, J.D., LL.M. as he dives into planning for single clients when they’ve entered a nursing home.  He’ll show you how to accelerate their eligibility for Medicaid benefits and save some of their assets using a key crisis planning tool: a Medicaid Compliant Annuity.  This webinar will also include real-life case studies and a live Q&A session with the audience.

Learn how a Medicaid Compliant Annuity can be used to help your single clients accelerate their eligibility for Medicaid. You’ll also learn to identify the crucial factors in implementing an MCA plan and the economic results it has on your clients.

About the Presenter

Dale Krause, J.D., LL.M.
President and CEO of Krause Financial Services

Dale Krause, J.D., LL.M. is the President and CEO of Krause Financial Services – a Wisconsin-based firm that specializes in crisis Medicaid planning through the use of Medicaid Compliant Annuities and other insurance products.  Formerly an estate planning and elder law attorney, Dale is a national Medicaid planning expert with a passion for educating and empowering attorneys across the country. 

Dale earned his J.D. from Thomas Cooley Law School in 1985 and his LL.M. in Taxation from DePaul College of Law in 1990. He is a member of the Wisconsin State Bar and an emeritus member of the Michigan State Bar.  He is a Certified Medicaid Planner and has his Certification in Long-Term Care. He is also a licensed insurance agent.  For more information regarding Dale, his accomplishments, and his company, visit www.medicaidannuity.com.

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