What will you do when your clients who didn’t plan ahead inevitably end up in a nursing home? Cue the Medicaid Compliant Annuity, a non-traditional annuity intended to help those facing a long-term care crisis.
A Medicaid Compliant Annuity (MCA) is an income-only, single premium immediate annuity designed to work with Medicaid’s requirements. An MCA helps clients obtain financial assistance for long-term care and protects their assets by converting them into income. This solution is ideal for clients who currently need long-term care but did not do any pre-planning.
Wondering why Medicaid is the answer? Don’t let your misconceptions stop you from the crisis planning opportunity.
Our Agent Advantage program allows you to easily charge and collect fees on MCAs that provide little or no commission.
Not looking to add Medicaid planning to your business? Send us your client in crisis and get paid for your referral.
We’ll determine the value of your client’s exiting annuity, assist with the sale, and provide you with a 5% commission.
We only work with the best. View our carriers and learn more about getting contracted.
Learn more about the MCA product, our process, how to get started, and how we work together.
Download our MCA quick guide to explore the product’s requirements, funding options, popular strategies, and more.
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