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VALUATION OF NON-COMPLIANT ANNUITIES
1 hr1 hvirtual meeting
Fees may apply
Fees may apply
Service Description
We will review clients existing annuity contracts to determine whether they currently meet the Medicaid planning criteria. If their existing annuities do not currently meet the Medicaid planning criteria, we will outline all of the clients options for dealing with an existing annuity.
Contact Details
+ 707-688-4840
amber@ashber.com
551 Windywood Lane, Wrightstown, WI 54180, USA
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