Medicaid Compliant Annuity FAQs

What is the minimum premium amount to fund a Medicaid Compliant Annuity?

Most carriers require a minimum premium of $5,000, though we may be able to make exceptions in some cases for a lower premium amount.

What is the shortest term available for a Medicaid Compliant Annuity?

text

How is a Medicaid Compliant Annuity funded?

text

What fees are associated with buying a Medicaid Compliant Annuity?

text

Do I earn commission on Medicaid Compliant Annuities?

text

Which insurance carriers do you work with?

text

Do I need to work with an attorney?

text

What information do you need to obtain a quote?

text

Will you assist me in determining the annuity premium and term?

text

How quickly will I get the proposal?

text

Can I complete the annuity application digitally?

text

How long does it take to receive the policy?

text

My client died before the annuity term ended, and the state Medicaid agency is named primary beneficiary. What happens now?

text

Discover focused solutions for your senior clients.

Book a Call