Our Services

We specialize in Medicaid Compliant Annuities (MCA) and exclusively work with Elder Law & Estate Planning Attorneys throughout the state of Michigan. 

We can recommend the product and policy associated with a Medicaid spend down that is ideal for your client's specific situation.

Many Financial Advisors and Insurance Agents simply don't know the requirements of an MCA or have the ability to offer MCAs with their company. 

MCAs are the only financial product we currently offer, so working with us saves you the time and headache of trying to explain what your client needs to an alternative third-party.  

We know what it takes to accelerate Medicaid eligibility!

We offer complimentary case analysis and eligibility proposals. The goal being to provide a tailored solution for your client’s Medicaid eligibility.  Each proposal will outline a strategy to accelerate their Medicaid eligibility, a Medicaid annuity recommendation, and the financial results of the spend down plan. 

Whether you are a veteran Medicaid planning expert or you are still learning, we can help expedite your caseload and add value to your practice. 

Here are the steps: 

1. We review your client’s case facts. 

2. Upon receiving the necessary information, we will provide you with a comprehensive proposal.

3. When your client is ready to proceed, we simply coordinate with the client to provide funding instructions and complete the annuity application.

4. After completion of the annuity application and release of funds, we send the application and funds to the insurance company immediately. 

5. Within 5-7 business days (in most cases), we receive the annuity contract from the insurance carrier and immediately forward it to you and/or your client.