Western Marketing Annuities

The Annuity Conundrum: Responding To The Abuse Of Elderly ...
While annuities are not insurance policies, they are typically issued National Western, AIG, AmerUs, approve instruction, training, sales procedures, and marketing materials for sales agents to use to sell deferred annuities to seniors. ... Retrieve Content

IN THE UNITED STATES COURT OF APPEALS FOR THE NINTH CIRCUIT ...
On Appeal from the United States District Court for the Western District of Washington _____ BRIEF OF THE SECRETARY OF LABOR, HILDA L. SOLIS, AS AMICUS CURIAE IN SUPPORT OF marketing the annuities to the public school district employers and their NEA-member ... Return Document

GE Financial Assurance And Western Union Team To Deliver ...
GE Financial Assurance and Western Union Team to Deliver Financial Products for Better GE Financial Assurance's direct affinity marketing business provides savings, security annuities, mutual funds, retirement investment plans, long term care coverage, supplemental accident ... Document Viewer

EquiTrust WealthSure Life/ WealthMax Bonus Life Contracting ...
Western Marketing Associates Corp 108 N. 2nd St. Missouri Valley, IA 51555 Phone number: (800) 852-7152 Fax number: (712) 642-4248 *Not required if currently appointed with EquiTrust for Annuities. APPOINTMENT APPLICATION 1. Name: ... Document Viewer

Please Initial Carriers Requested For Appointment
AVIVA National Western Life Bankers Life hereby authorize ALB Insurance Marketing, LLP and its divisions, Adams Life Index annuities are not registered ... Doc Viewer

Understanding Potential Conflicts Of Interest And Revenue ...
Sales and marketing materials, and due diligence on the insurance companies. In addition, Prudential Annuities Distributor . 5. 10. Midland National Life Insurance Company 21. Western Southern Life . 11. Nationwide Life Insurance Company . Securities, ... Fetch Document

MARYLAND INSURANCE ADMINISTRATION
WESTERN RESERVE LIFE ASSURANCE CO. OF OHIO 570 Carillon Parkway St. Petersburg, Florida 33716 C. World Marketing Alliance 12 D. On-site visit 14 1. variable annuities. Distribution Channels ... Access Full Source

027-075 American Funds Distributors, Inc. 026-056 027-079 AIG ...
Guardian Insurance & Annuities Co., Inc. 7 Hanover Square, 19th Floor New York, NY 10004 http://www.glic.com National Western Life Insurance Co. 850 East Anderson Lane Austin, Annuity Marketing-7MS, One Tower Square Hartford, CT 06183 http://www.travelersla.com (800) 334-4298 ... Access Content

Ontributed And Earned, With One Such Payout Option Being An ...
Defendant Western Reserve Life Assurance Co. of Ohio (“WRL”) is an indirect, Each defendant was negligent in not knowing that the marketing and sale of variable annuities was subject to NASD requirements. 192. AFSG Securities was a member of the NASD. 193. ... Access Full Source

C33849 Exhibit 1: Retirement Annuities And Mutual Funds
FIXED INCOME CREF Bond Market* Western Asset Core Plus Bond Portfolio CREF Inflation-Linked Bond* we cannot disclose the expense margins in our dividend formulas in our individual marketing materials. CREF Bond. Title: C33849 Exhibit 1: Retirement Annuities and Mutual Funds ... Document Viewer

IN THE UNITED STATES DISTRICT COURT FOR THE NORTHERN DISTRICT ...
Randy Bratton also received a signed commission schedule for fixed annuities entitled “Field Marketing Organization Commiss ion Schedule for Fixed Annuity Contracts: document entitled “A Proposal for Western Rese rve Life Assurance Company of Ohio for ... Document Viewer

ALB Annuity Recommendations Index Annuities
Www.ALBAnnuity.com Annuity Marketing Department (800) 859-1393 2/14/2013 (800) Western Life; AM Best A; Ultra Classic; AL AK CT DE IL IN MA MN MS NJ NY OR PA TX UT WA; 13 Years; 15, 14.75, 14, 13,12.25, Fixed Rate Annuities; ... Fetch Doc

ALB Annuity Recommendations Annuity Marketing Department
© 2011 ALB Insurance Marketing, LLP ALB Annuity Recommendations Annuity Marketing Department (800) 859-1393 Index Annuities Features High Cap Rates 10% WDs Including 1st Year Great Product for Growth Western Life AM Best A 4, 3, 2, 1 $5,000 NQ Call for 71+ Q National Western Life ... Return Document

STIPULATION OF SETTLEMENT
Group Company, American Investors Life Ins. Co., National Western Life Ins. Company, American Equity Invest. Life Ins. Co., Brian J. Newmark, Estate Planning Advisors applicable laws and regulations governing the marketing and sale of annuities. ... Read Here

MBA - PTU Regional Center - Global Educational And Welfare ...
Gustavson and Hoyt – South Western College, Publishing, Cincinnati, Ohio. • Regulation of annuities • Marketing basics • Taxation Treatment provisions for Retirement Benefits Fire & Consequential Loss • History of Fire Insurance; ... Fetch This Document

WESTERN ILLINOIS UNIVERSITY
The meeting of the Board of Trustees of Western Illinois University convened at 8:00 A.M. in the Capitol there is no consequence to the cessation of deferrals into their annuities. WHEREAS the acquisition of WQPT supports increased visibility and marketing for Western in the. Quad ... Access Full Source

Ultimate Parent: Iowa Farm Bureau Federation EQUITRUST LIFE ...
Since it began to directly market indexed and fixed rate annuities through independent marketing organizations, EquiTrust Life has been the largest con- Farm Bureau Mutual Insurance Company and Western Agricultural Insurance Company. ... Read Full Source

Westland Financial Services
Marketing Director Western Region susand@westlandinc.com 800-238-8144 x108 866-366-4004 direct Ed J. Harris Annuities Underwriting Licensing & Contracting Josh Ver Hoeve Director, Annuity Marketing joshvh@westlandinc.com 800-238-8144 x119 ... Fetch Here

Medicaid Annuities

MISSISSIPPI DIVISION OF MEDICAID
MISSISSIPPI DIVISION OF MEDICAID Eligibility Policy and Procedures Manual CHAPTER 300 - Resources Page |3321 Effective Month: May 2010 304.01.04A TREATMENT OF ANNUITIES PURCHASED PRIOR TO 2/8/2006 ... Access This Document

TO: - At Engler Law Firm
Medicaid is a publicly-funded health insurance program that provides health coverage to rule allows married couples or other eligible persons to protect cash assets through what is termed a qualified Medicaid Annuity. Medicaid Annuities are very specialized annuities sold by insurance ... Fetch This Document

States Crack Down On Medicaid Planning - New York Elder Law ...
Medicaid annuities can also be used for single nursing home patients, but they tend to be less popular because they're only useful if the patient dies before his or her life expectancy. This is because the income stream from the annuity will be used to pay for the patient's care, ... View Document

Medicaid Eligibility And The Treatment Of Income And Asset…
Medicaid Eligibility and the Treatment of Income and Assets under the New York State Partnership for Long-Term Care annuities, and IRA withdrawals. Non-periodic income is income received on an irregular schedule such as an inheritance, or an award. ... Fetch Full Source

The Life Care Annuity - Georgetown University
Crowding Out by Medicaid annuities, but it is awkward and expensive to pursue on a large scale with many population groupings. Indeed, a substantial body of empirical research, much of which I have authored or co-authored, has demonstrated quite convincingly ... Get Document

National Academy Of Elder Law Attorneys (NAELA) Celebrates 15th Annual National Consumer Protection Week
Attorneys educate elderly and individuals with special needs on fraud and other forms of financial abuse.Washington, DC (PRWEB) March 04, 2013 The National Academy of Elder Law Attorneys (NAELA) proudly joins government agencies, advocacy organizations, and private sector groups nationwide to celebrate National Consumer Protection Week (NCPW), March 3-9, 2013. For the past 15 years, a broad ... Read News

Or mortgage as of the date of application for Medicaid LTC coverage. Annuities- Disclosure Disclosure is required at application and review for any annuities purchased on or after 1/1/09 in which the applicant/member or his/her community spouse has an interest, ... Read Content

NEW JERSEY MEDICAID PROGRAM ELIGIBILITY
NEW JERSEY MEDICAID PROGRAM ELIGIBILITY. annuities, interest, dividends, and payments from trust funds, and rental income from real property. The current Medicaid resource maximum for an individual is $4,000. Countable resources ... View Doc

Deficit Reduction Act Of 2005 - ODJFS Online
• Annuities - Medicaid applicants are now required to disclose information about annuities they have and to name the State of Ohio as the remainder beneficiary. As the remainder beneficiary, Medicaid programs can recoup medical costs once the consumer (and the ... Return Doc

STATE OF NEW YORK
A. ASSET TRANSFER CHANGES AND ANNUITIES 3 B. HOME EQUITY AND CONTINUING CARE RETIREMENT COMMUNITY CONTRACTS 4 III. Medicaid coverage of nursing facility services on or after August 1, 2006. 1. Change in Look-Back and Penalty Period Begin Date ... Get Content Here

The Florida Guide To Nursing Home Assistance With Medicaid
Annuities – commonly referred to as “Medicaid Friendly Annuities” were very commonly used to preserve assets in Florida. However with the passing of the Deficit Reduction Act, the more advantageous “Balloon Style” annuities are no longer permitted. ... Read Content

BWI OPERATIONS MEMO WISCONSIN - Wisconsin Department Of ...
AND ANNUITIES CROSS REFERENCE: Medical Assistance (MA) Handbook, Appendix 11.0.0 and 14.0.0. EFFECTIVE DATE: This memo is meant to assist county and tribal staff in understanding (Medicaid) Divestment - Promissory Notes and Annuities, ops memo 99-19 ... Retrieve Full Source

Important Facts For State Policymakers Deficit Reduction Act
The Medicaid program provides coverage for long-term care services for individuals who are unable to afford it. periods; the treatment of annuities; life estates; notes and loans; the “income first” rule; excluded ... Get Doc

Dialer For Insurance Agents - Discount For Members - YouTube
End Medicare, Social Security & Medicaid? by TheYoungTurks; 3:20 Gun Liability Insurance: You Need $1 Million to Own a Gun by 1:21 Cash Out Fixed Annuity - We Buy Fixed Annuities by NatStructuredFunding; 2:30 How to Understand Medicare Plans by medicaremadeclear; 0:41 The OFFICIAL ... View Video

Recent Changes To The Medicaid Rules - Welcome To The Indiana ...
Annuities. Most families end up grappling with the Medicaid system when a loved one needs long-term care in a nursing home. Medicaid eligibility for 5 years from the date the gift is made. There are a couple of new exceptions to the gift penalty. ... Content Retrieval

DEPARTMENT POLICY MA Only
Annuities to the Medicaid Eligibility Policy Section for evaluation. This does not apply to the following: • Prepaid funeral contracts. • Life insurance funded funerals. • Healthy Kids categories (PEM 125, 129, 131). • Group 2 Pregnant Women (PEM 126). ... Fetch Here

Do I Need Long Term Care? - YouTube
2:06 Retirement Fact Checker - Why Annuities are Poison by Annuity Think Tank 197 views 2:51 Medicaid Funding Press Conference by SaveMedicaid 15,906 views 0:41 The OFFICIAL Harlem Shake Insurance by Annuity Think Tank 433 views ... View Video

MEDICAID PLANNING
Medicaid’s Treatment of Annuities An annuity is a right to receive periodic payments either for life or for a specific number or term of years. As consideration for this, you, the purchaser of the annuity, make one premium payment up front. ... Retrieve Doc

Brian Schweitzer Anna Whiting Sorrell GOVERNOR STATE OF MONTANA
Most annuities count as resources in determining Medicaid eligibility. What annuities do not ‘count’ as resources in determining Medicaid eligibility? In order to be excluded as a resource, an annuity must meet all of the following criteria: ... Get Doc

A Single Premium Immediate Annuity Designed For Medicaid Planning
For assistance through Medicaid or other government programs. ANNUITY PAYMENT OPTIONS • Frequency: Monthly • Duration: 24-360 months, but not longer than the Annuities are long-term investment vehicles particularly suitable for retirement assets. ... Access Full Source

The Virginia Nursing Home Survival Guide - Virginia Elder Law ...
The Virginia Nursing Home Survival Guide 29 chapter 6 MEDICAID PLANNING The current societal crisis posed by the increasing need for long-term care is a relatively new one. ... Document Retrieval

MEDICAID CHANGES AND CHALLENGES AFTER THE DEFICIT REDUCTION ...
C. Annuities purchased by the Medicaid applicant/recipient or the community spouse on or after July 1, 2006. PRACTICE TIPS: DHS created a flow chart for Medicaid workers on the post-DRA treatment of annuities as a guide to this complicated area. ... Retrieve Full Source

Metlife Annuities

METLIFE EMPLOYEE BENEFITS BENCHMARKING REPORT
Annuities Variable Universal Life (GVUL) Bank Savings Account Bank Checking Account Whole Life Travel/Accident MetLife companies serve approximately 8 million customers through direct insurance operations in Argentina, Brazil, Chile, China, Hong Kong, ... Read More

Global Tactical Strategies Portfolio - 302 Found
MetLife variable annuities have limitations, exclusions, charges, termination provisions and terms for keeping them in force. There is no guarantee that any of the variable investment options in this product will meet their stated goals or objectives. ... Content Retrieval

MetLife Insurance
MetLife Insurance Off-site Recruitment - By Appointment Only New York State Department of Labor 138-60 Barclay Avenue, 2nd Floor insurance, annuities, mutual funds, employee benefit programs, auto, home and health insurance and other ... Read Here

Balanced-Risk Allocation Portfolio - 302 Found
MetLife variable annuities have limitations, exclusions, charges, termination provisions and terms for keeping them in force. There is no guarantee that any of the variable investment options in this product will meet their stated goals or objectives. ... Visit Document

SECURITIES AND EXCHANGE COMMISSION
MetLife Insurance Company of Connecticut, et al. March 25, 2009 . Agency: Securities and Exchange Commission ("Commission"). Separate Account Eleven for Variable Annuities (“Separate Account Eleven”), MetLife of ... View Doc

Additional Forms > Transfer Of Assets/1035 Form > Withdrawal ...
VARIABLE ANNUITIES MetLife Insurance Company of Connecticut 1300 Hall Boulevard Bloomfield, CT 06002 Dollar Cost Averaging & Rebalancing Programs. Owner Signatures The Rebalancing Program is administrative in nature and may be revised or withdrawn at any time. ... Read Here

METLIFE STABLE VALUE COLLECTIVE INVESTMENT TRUST FOR METLIFE ...
Metlife stable value collective investment trust for metlife group annuity contract no. 25402 . financial statements . year ended december 31, 2008 ... Read Here

METLIFE EMPLOYEE BENEFITS
With MetLife, they can be certain their employees are . in the safest hands possible. Our history, reach and insurance and annuities. 2004 . Announces the launch of a joint venture in Beijing, China. 1868 Metropolitan Life Insurance Company founded in New York. ... Access This Document

ANNUITIES - Kentucky: Personnel Cabinet - Personnel Cabinet Home
0001182 MetLife Resources 01. 0001189 Allstate Ins. Co. Charles Edge 01. 0001193 Northern Life Insurance 01. 0001202 American United Life 01. ANNUITIES Author: personnel Last modified by: per607 Created Date: 8/24/2009 3:58:00 PM Company: personnel ... Read Content

MetLife Investors USA Insurance Company First MetLife ...
MetLife Investors is not responsible for the tax consequences of this transaction. ACCEPTANCE OF ASSIGNMENT MetLife Investors, as assignee, accepts this assignment and hereby requests full surrender of the above referenced policy/contract. ... Retrieve Full Source

403(b) Hardship Withdrawal Request Form - MetLife
403BHARDSHIPWD (12/08) of 6 eF Metropolitan Life Insurance Company MetLife Investors USA Insurance Company MetLife Insurance Company of Connecticut ... Get Document

MetLife Auto & Home Scheduled Personal Property Insurance
MetLife Auto & Home is a brand of Metropolitan Property and Casualty Insurance Company and its affiliates: Economy Fire & Casualty Company, Economy Preferred ■ Annuities ■ Banking2 ■ Disability income insurance ■ Estate planning ■ Financial planning3 ... Return Doc

MetLife Auto & Home Boat Insurance Free Life Advice Financial ...
MetLife and its affiliates also offer a full range of valuable financial products and services, including: Life Insurance Annuities Banking1 Disability Income Estate Planning Financial Planning2 Long-Term Care Mutual Funds2 For more information, contact your local ... Retrieve Document

BROKER DEALER CHANGE AUTHORIZATION - Metlife So Cal, MetLife ...
You are hereby authorized to change the Broker Dealer on the account(s) listed to MetLife Securities, Inc. ("MSI"). My new MSI registered representative information is provided below. ... Get Content Here

MetLife Investments
Uncertainties described from time to time in MetLife, Inc.’s filings with the U.S. Securities and Exchange Commission. Annuities • Universal Life. Long. 6.0 to 15+ Fixed. Few. Stable/Growing • Closeouts • Structured Settlements • Long-Term ... Fetch Full Source

Appointment Form-1-1-04 PDF-editted - Annuity Agent ...
MetLife Investors USA Insurance Company Metropolitan Life Insurance Company First MetLife Investors Insurance Company (NY only) New England Life Insurance Company MetLife Investors Insurance Company General American Life Insurance Company MetLife ... Access Document

MetLife Auto & Home Renters - Car Insurance | House Insurance ...
MetLife Auto & Home is a wholly-owned subsidiary of MetLife, Inc. (NYSE: MET), one of the world’s leading products including annuities, banking,3 disability income insurance, estate planning, financial planning,4 long-term care, and mutual funds.4 ... Access This Document

MetLife Confirms First Quarter 2013 Preferred Stock Dividends
MetLife, Inc. today confirmed its previously announced declaration of the first quarter 2013 dividends of $0.2500000 per share on the company’s floating rate non-cumulative preferred stock, Series A , and $0.4062500 per share on the company’s 6.50% non-cumulative preferred stock, Series B . ... Read News

Employers Offer New 401(k) Option: Annuities - WEALTH CARE, LLC
Employers Offer New 401(k) Option: Annuities By Aleksandra Todorova February 7, 2008 WITH PENSION PLANS on the fast track toward extinction, MetLife, Genworth and Prudential Financial — say they fill a widening gap in retirement planning, ... Access Full Source

MetLife To Hold Investor Day In 2013
MetLife, Inc. announced today that it will hold an investor conference in New York on Tuesday, May 21, 2013. ... Read News

Medicaid Annuities New York

MEDICAID RULES ON TRANSFERS OF ASSETS, With CHANGES BY THE ...
New York, NY 10018 212.971.7600 MEDICAID RULES ON TRANSFERS OF ASSETS, with CHANGES BY THE DEFICIT REDUCTION ACT OF 2005 March 2, 2006, updated January 14, 2010 Adds new requirements for annuities, promissory notes, and life estates; ... Access Content

STATE OF NEW YORK - ONLINE RESOURCES By WNYLC & Empire ...
STATE OF NEW YORK DEPARTMENT OF HEALTH For annuities purchased by the A/R or the A/R’s spouse on or after February 8, 2006, Long Term Care Medicaid Eligibility Changes Author: New York State Department of Health - Office of Medicaid Management Subject: ... Access This Document

Elder Law Basics
New York Medicaid Law By Ronald A. Fatoullah, Esq. and Stacey Meshnick, Esq. ===== Ronald Fatoullah & Associates Great Neck: 425 Northern Blvd., Great as beneficiary of annuities; counts as an available resource certain entrance fees for ... Document Viewer

Medicaid Eligibility And The Treatment Of Income And Asset…
• Income from Annuities/IRAs (See 3. ANNUITIES / IRAs: HOW ARE PAYMENTS TREATED?) • Net Income from Rents • Interest on Loans and Mortgages See INCOME for a description of how income is defined under the New York State Medicaid ... Access Doc

Estate Planning, Wills, Estate Taxes, Wills And Estate ...
New Estate Tax and Income Tax Laws for 2013; Comments (0) Permalink; Share; Michael Jackson's Estate and Cirque du Soleil Team Up for Second Production. Tuesday February 26, 2013. ... Read Article

Medicaid SPIA Changes
New York. Each Fidelity & Guaranty Life company is solely responsible for its contractual commitments. as suspending the deferred annuity Medicaid settlement option on our traditional and fixed indexed annuities. Any “Medicaid Friendly” policies with an effective date prior to April 1, ... Retrieve Content

Assessing Asset Transfer For Medicaid Eligibility In New York ...
New York Medicaid and Long‐Term Care .. 10 C. Medicaid Long‐Term Care and Asset Transfer annuities and promissory notes, gifting assets, using personal service contracts with relatives to p them ... View Doc

The Life Care Annuity - Georgetown University
Crowding Out by Medicaid Economic Research offices in New York, New York, and was revised in 2003. Warshawsky, The Life Care Annuity 2 annuities, but it is awkward and expensive to pursue on a large scale with many population groupings. ... View Full Source

New York Bar Association. He is a licensed insurance agent in all fifty states, and is also registered to sell stocks, Medicaid Compliant Annuities were first addressed by the Omnibus Budget Reconciliation Act of 1993 (“OBRA”) 2. ... Fetch Document

Presented To: California Chapter National Academy Of Elder ...
Services, LLC, has provided Medicaid Compliant Annuities to elder law attorneys, and their clients. As a result of his long standing national practice, an out-of-state member of the New York Bar Association. He is a licensed insurance agent, and is registered to sell stocks, bonds, ... Access Doc

Annuity Valuation, Long-term Care, And Bequest Motives
New York University 19 W. 4th Street, 6FL New York, NY 10012 sml18@nyu.edu which here we term “Medicaid annuities, we build on recent studies including French and Jones (2004) and De Nardi, French, ... Read Document

American General Life Companies October 8, 2009 Bulletin 09 ...
American General Life Insurance Company and The United States Life Insurance Company in the City of New York. FOR PRODUCER USE ONLY – NOT FOR DISSEMINATION TO THE PUBLIC All States: Medicaid and Medicaid Qualifying Annuities ... Retrieve Content

States Crack Down On Medicaid Planning - New York Elder Law ...
Medicaid annuities can also be used for single nursing home patients, but they tend to be less a New York attorney and president-elect of NAELA. Lawyers says it's also important that an annuity not be purchased too far in advance of the ... Access Document

Newsday.com: Medicaid And IRA Pay Status - New York Elder Law ...
Must," says Bernard J. Krooks, a New York City elder-care attorney. Medicaid has no right to be named as an IRA beneficiary, says Donald Hecht, a Garden City elder-care attorney. immediate-pay annuities purchased after Feb. 8, 2006. (For more on these annuities, see my Nov. 26 column.) ... Document Retrieval

New York State Partnership For Long-Term Care
Resources (including annuities) are totally disregarded These A/Rs of New York State to obtain Medicaid Extended Coverage. Provided a Partnership policyholder is not placed in a New York State institution by another state, ... Access Full Source

Eligibility, Asset Transfers, And Estate Recovery
DRA added new rules about annuities that applicants for Medicaid-covered long-term care services (i.e. persons applying for nursing facility care; a level of care New York $7,121,191,662 $27,244,711 0.4% $6,486,722,331 $29,953,334 0.5% ... Doc Viewer

AARP Caregiving Help And Advice From Genworth TV Commercial ...
6:14 Ron Paul - End Medicare, Social Security & Medicaid? by TheYoungTurks 84,295 views 4:17 Walter E Williams 0:37 Genworth Annuities 1.888.947.2660 by jsstrippler12 15,989 views 2:02 New York Life/ AARP June 2011 by kansasmalexander 1,923 views ... View Video

NEW JERSEY MEDICAID PROGRAM ELIGIBILITY
NEW JERSEY MEDICAID PROGRAM ELIGIBILITY. annuities, interest, dividends, and payments from trust funds, and rental income from real property. The current Medicaid resource maximum for an individual is $4,000. Countable resources ... Read Content

Emergency Medical Treatment And Active Labor Act
Along with Medicaid and Medicare. There are two main purposes of the Emergency Medical Treatment and Active Labor Act. Life Insurance & Annuities; Health Insurance; Disability Insurance; Umbrella Insurance; Renter's Insurance; Long Term Care Insurance; RV & Motorcycle Insurance; ... Read Article

New York Medicaid Law
New York Medicaid Law By Ronald A. Fatoullah, Esq. and Stacey Meshnick, Esq. Introduction For annuities purchased on or after February 8, 2006, the applicant must be informed of the right of the State to be named remainder beneficiary. ... Fetch Doc

A Single Premium Immediate Annuity Designed For Medicaid Planning
For assistance through Medicaid or other government programs. ANNUITY PAYMENT OPTIONS • Frequency: Annuities are long-term investment vehicles particularly suitable for retirement assets. PHLVIC is not authorized to conduct business in Maine and New York. ... Retrieve Document

The Medicaid Planning Guidebook Table Of Contents
The Medicaid Planning Guidebook Table of Contents Section 1 Medicaid Planning Primer New Home i. Private Annuities .. 213 B. Promissory Notes ... Fetch Here

Medicaid Eligibility Strategies In Long-Term Care Planning ...
In states like New York the Medicaid Surplus Income Program is • Qualifying Annuities • Qualifying Personal Services contracts • Limited Business Interest • Term Life Insurance • Qualifying Pre-need Funeral Contracts 26 . II. ... Retrieve Here