Medicaid Client Referral

If you have a client who’s a fit for crisis Medicaid planning, but you’re not looking to add this service to your business, we can help. Refer your client to us, get them the help they need, and earn a bonus for your referral.

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Don't Turn Away Clients in Crisis

Many agents feel they can’t help clients in a crisis Medicaid planning situation because their business is focused on other products and solutions. If you’re unfamiliar with Medicaid planning and Medicaid Compliant Annuities, you can still help your clients in need!

Refer your clients in crisis to us. We work with a partner to ensure your client gets the right advice, a spend-down plan tailored to their needs, and a smooth application process. You can rest assured your client is in good hands, and you can also earn a competitive bonus for your referral.

 

  • Gain reliable, trustworthy assistance for your client
  • Choose your level of involvement
  • Earn a competitive referral bonus
  • Expand your ability to help clients in need

Choose Your Role in the Process

Active Agent

If you’d like to stay involved in the spend-down process and help your client purchase a Medicaid Compliant Annuity, you can get assistance with just the Medicaid application.

Silent Supporter

If you want to make a clean handoff and not participate in any part of the Medicaid plan, spend-down, MCA purchase, or application, we, along with our partner, will take care of the entire process, from start to finish.

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.

Take the first step to becoming an appointed agent.

Get Contracted