Planners & Products
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MEDICURITY uses a team approach to asset protection planning. We work with a
network of companies to implement our unique strategies and plans to (among many
things) create a monthly income stream through home equity and liquidated resources,
reduce capital gains, minimize income and estate taxes, and convert assets that exceed
the Medicaid eligibility limit into exempt assets that will allow for medical assistance from
the state.
Among the many types of financial products included are: annuities, pre-need funeral
contracts, life insurance, short-term certificates of deposit, and reverse mortgages. In
lieu of recent changes to federal Medicaid laws, we are proud to offer an
exclusive planning tool to prevent eligibility denials. Please contact us today
for more information on this exclusive planning tool that will now be used in
most case strategies.
The new laws have also extended long-term care partnerships(previously exclusive to
Indiana, Connecticut, New York, and California) to ALL 50 states. We hope that our
company will be able to utilize LTC partnerships as a planning tool in the near future.
We work with only the proven best in the field of financial planning. However, we also
respect the established relationship, familiarity and trust that many of our clients share
with their current financial planners and advisers. Whenever it is in the best interest of
our client and serves their ultimate goal in enlisting the services of MEDICURITY, we
will gladly work with the planner of your choice.
If you are a financial planners or wealth management specialist in the industry,
you can benefit from our services...
Have you ever lost a client or financial accounts (annuities, life insurance, mutual funds,
etc.) due to a high medical costs associated with disability, long-term care, or other
health issues related to aging? Have you seen a client lose most or all of their assets to
nursing home spend down?
By utilizing the many years of experience of a MEDICURITY Medicaid Specialist, you
can assist your clients in reducing or eliminating the effects due to the financially
catastrophic error of not knowing their rights. Through proper planning, most of your
client's hard earned assets can be preserved for them and future generations.
network of companies to implement our unique strategies and plans to (among many
things) create a monthly income stream through home equity and liquidated resources,
reduce capital gains, minimize income and estate taxes, and convert assets that exceed
the Medicaid eligibility limit into exempt assets that will allow for medical assistance from
the state.
Among the many types of financial products included are: annuities, pre-need funeral
contracts, life insurance, short-term certificates of deposit, and reverse mortgages. In
lieu of recent changes to federal Medicaid laws, we are proud to offer an
exclusive planning tool to prevent eligibility denials. Please contact us today
for more information on this exclusive planning tool that will now be used in
most case strategies.
The new laws have also extended long-term care partnerships(previously exclusive to
Indiana, Connecticut, New York, and California) to ALL 50 states. We hope that our
company will be able to utilize LTC partnerships as a planning tool in the near future.
We work with only the proven best in the field of financial planning. However, we also
respect the established relationship, familiarity and trust that many of our clients share
with their current financial planners and advisers. Whenever it is in the best interest of
our client and serves their ultimate goal in enlisting the services of MEDICURITY, we
will gladly work with the planner of your choice.
If you are a financial planners or wealth management specialist in the industry,
you can benefit from our services...
Have you ever lost a client or financial accounts (annuities, life insurance, mutual funds,
etc.) due to a high medical costs associated with disability, long-term care, or other
health issues related to aging? Have you seen a client lose most or all of their assets to
nursing home spend down?
By utilizing the many years of experience of a MEDICURITY Medicaid Specialist, you
can assist your clients in reducing or eliminating the effects due to the financially
catastrophic error of not knowing their rights. Through proper planning, most of your
client's hard earned assets can be preserved for them and future generations.
FINANCIAL INSTITUTIONS
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