April 29, 2017

The Medicaid Planning Guidebook

The CMP™ certification course is the recommended education/certification course ALL advisors should take to learn and become proficient with Medicaid planning.

Considering that there will be 40 million Americans over the age of 65 by 2040 and because few advisors know proper Medicaid planning, the CMP™ course is one that was very much needed in our industry.

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.

To purchase the Medicaid Planning Course, please click here.

To reivew the Table of Contents for The Medicaid Planning Guidebook you can use to study for the CMP™ exam, please click here.