Valuation of Non-Compliant Annuities
Helping your Clients Deal with Existing Annuities
It is common for seniors applying for Medicaid to own an existing annuity that will make them ineligible for benefits. In these cases, we will review your client’s contract and find a solution that fits their needs.
We handle annuities in crisis planning from A to Z.
We provide more than just Medicaid Compliant Annuities – we provide solutions for your clients that own troublesome annuities making them ineligible for Medicaid. We are your full-service, go-to company for crisis planning.
We Provide:
Annuity Valuation.
We will review your client’s contract to determine if it contains value on the secondary market. If it does, we can assist in selling the contract.
Offer Letters.
We will obtain multiple offers from secondary market buyers, allowing your client to compare their options and get the most for their annuity.
Step-by-Step Guidance.
If your client proceeds with the sale of their contract, we will walk you through the process step-by-step to help make this a quick and smooth transaction.
Crisis Medicaid Planning.
Once the contract is sold and the funds are received, we know that time is of the essence for your client to apply for Medicaid. We can assist you with a crisis Medicaid plan to properly spend-down the funds and gain eligibility for your client.
How We Work With You:
Working with our office is simple.
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1Provide a copy of the client’s annuity contract via e-mail or our online quote request tool.
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2Upon receiving the necessary information, we will provide you multiple offer letters from secondary market buyers, typically within one business day.
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3When your client is ready to proceed, inform us of the offer they choose to accept.
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4We will provide the necessary documentation to initiate and complete the sale of the annuity.
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5Upon processing all required documentation, the client will receive a check for the sale. The time from valuation to sale can be completed in as little as 1-3 weeks.