Medicaid Client Referral for
Funeral Professionals

Enhance your preneed offerings by helping families protect assets beyond the funeral plan and obtain financial assistance for
long-term care.

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Dependable Medicaid Planning Assistance

For clients facing long-term care and attempting to qualify for Medicaid, you can offer them a solution that preserves their hard-earned savings and accelerates their eligibility for benefits. Through a seamless referral process, we will work with your clients to maximize their funeral contracts and strategically pass their assets to family, all while remaining Medicaid-compliant.

When you refer a funeral planning case to us, we’ll pass it along to our strategic partner, and you can rest assured your client is in good hands.

 

  • Brand loyalty and market differentiation for your funeral home
  • Peace of mind your client is taken care of
  • A competitive referral bonus
Having conversation with client

Choose Your Role in the Process

Pure Referral

Refer your crisis Medicaid planning business to our office, and we’ll handle the case directly with the client. For your referral, we’ll provide you with a cut of the sale.

Take On Medicaid Planning

Add the Medicaid Compliant Annuity to your funeral home offerings, and we’ll provide you with the training, resources, and support you need to sell MCAs directly through your business.

How It Works

  1. Once you have a client, contact our office.
  2. You complete the client intake form.
  3. We help determine if crisis planning is the right fit.
  4. We connect you or your client with our partner.
  5. Our partner works on the crisis plan or the application.
  6. You earn a bonus for your referral.

Discover how we work together to grow your business.

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