April 29, 2017

The Medicaid Planning Guidebook

The new Medicaid Guidebook is available for purchase. Click on the link below
Medicaid Planning GuidebookMedicaid-Planning

The Medicaid Planning Guidebook is the recommended education for ALL advisors should take to learn and become proficient with Medicaid planning.

Consider that there will be 40 million Americans over the age of 65 by 2040 and because few advisors know proper Medicaid planning.

Most have no idea that, in order to receive financial assistance through Medicaid, they have to spend down their “countable” assets to $2,000 (single clients). It is because of this reason that the WPI believes every advisor giving advice to clients age 60 and older should know this subject matter.

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The new Medicaid Guidebook is available for purchase. Click on the link below

Medicaid Planning Guidebook