Sales and Marketing

What to Know about Gifting Stock

Medicaid Planning

How Does Medicaid Determine the Snapshot Date?

Medicaid Planning

Updates in Michigan Present a Prime Opportunity for Local Agents

Medicaid Planning

A Financial Advisor’s Role in Estate Planning

Medicaid Planning

A Medicaid Planner’s Guide to Completing the Medicaid Application

Medicaid Planning

How Long Should My Client’s MCA Term Be?

Medicaid Planning

How Does a Reverse Mortgage Affect Medicaid?

Funeral Insurance

What’s the Difference Between a Prepaid Funeral Plan and Irrevocable Funeral Expense Trust?

Medicaid Planning

How to Choose an MCA Provider

Medicaid Planning

What are the Most Expensive and Least Expensive States for Nursing Home Care in 2020?

Medicaid Planning

How to Choose an MCA Carrier

Medicaid Planning

What is a Miller Trust?