CASE STUDIES

- Strategic Solutions from the Experts in Crisis Planning -

Use our crisis planning case studies to learn more about how our powerful annuity products can help your clients in any situation. Whether single or married, or planning for Medicaid or VA, we have the solution.

View our most popular strategies below.

CRISIS MEDICAID PLANNING

COMMUNITY SPOUSE

GOAL: Obtain immediate Medicaid eligibility for the ill spouse and preserve the assets of the spouse at home.

VIEW CASE STUDY VIEW CASE STUDY

CRISIS MEDICAID PLANNING

GIFT/MCA PLAN

GOAL: Create a wealth transfer to the Medicaid applicant’s heirs while accelerating their eligibility for benefits.

VIEW CASE STUDY VIEW CASE STUDY

CRISIS MEDICAID PLANNING

"NAME ON THE CHECK RULE"

GOAL: Obtain immediate Medicaid eligibility for the ill spouse while avoiding large tax consequences on their IRA.

VIEW CASE STUDY VIEW CASE STUDY

CRISIS MEDICAID PLANNING

STANDALONE PLAN

GOAL: Obtain immediate Medicaid eligibility for the applicant with the intention of making a wealth transfer upon passing away.

VIEW CASE STUDY VIEW CASE STUDY

VA PLANNING

LEVEL-PAY VA ANNUITY

GOAL: Create a moderate stream of monthly income and obtain eligibility for the VA Aid & Attendance benefit.

VIEW CASE STUDY VIEW CASE STUDY

VA PLANNING

BALLOON-STYLE VA ANNUITY

GOAL: Create a small stream of monthly income and obtain eligibility for the VA Aid & Attendance benefit.

VIEW CASE STUDY VIEW CASE STUDY

IF YOU NEED HELP WITH A SPECIFIC CASE,
PLEASE CONTACT US AT 866-605-7437

X