VALUATION OF NON-COMPLIANT ANNUITIES
- 1 hr1 hour
- Fees may applyFees may apply
- virtual meeting
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.
551 Windywood Lane, Wrightstown, WI 54180, USA