• Self-Paced Training

    Don't miss a beat when it comes to this course. With automatic bookmarking, you'll pick up right where you left off every time you sign in.

  • Interactive Course Design

    Thought-provoking questions after each video lesson solidify your understand and ensure you're getting the most from your training.

  • Comprehensive Training

    You won't find training like this anywhere else. We'll cover the Medicaid program and effective planning strategies like no course you've taken before.

Course curriculum

  • 1

    Chapter 1: Working With Krause and Agent Resources

    • An Introduction to The Krause Agency

    • Assessment: An Introduction to The Krause Agency

    • How to Begin a Case With Us

    • Assessment: How to Begin a Case with Us

    • The Importance of Working with an Attorney

    • Assessment: The Importance of Working with an Attorney

    • Compensation and Fees

    • Assessment: Compensation and Fees

    • Our Resources

    • Assessment: Our Resources
  • 2

    Chapter 2: Intro to Medicaid and Medicaid Planning

    • What is Medicaid?

    • Assessment: What is Medicaid?

    • Pre-Planning vs. Crisis Planning

    • Assessment: Pre-Planning vs. Crisis Planning

    • Non-Financial Eligibility Requirements

    • Assessment: Non-Financial Eligibility Requirements

    • Income Requirements

    • Assessment: Income Requirements

    • Qualified Income Trust

    • Assessment: Qualified Income Trust

    • Monthly Maintenance Needs Allowance

    • Assessment: Monthly Maintenance Needs Allowance

    • Asset Requirements

    • Assessment: Asset Requirements

    • Community Spouse Resource Allowance

    • Assessment: Community Spouse Resource Allowance

    • Lookback Period and Penalty Period

    • Assessment: Lookback Period and Penalty Period

    • What is a Divestment?

    • Assessment: What is a Divestment?

    • Applying for Medicaid and Handling Denials

    • Assessment: Applying for Medicaid and Handling Denials

    • Estate Recovery

    • Assessment: Estate Recovery
  • 3

    Chapter 3: Medicaid Compliant Annuity Strategies

    • What is a Medicaid Compliant Annuity?

    • Assessment: What is a Medicaid Compliant Annuity?

    • Planning for a Married Couple

    • Assessment: Planning for a Married Couple

    • Community Spouse Annuity Case Study

    • Assessment: Community Spouse Annuity Case Study

    • Planning for a Single Person

    • Assessment: Planning for a Single Person

    • Gift-Annuity Case Study

    • Assessment: Gift-Annuity Case Study

    • How to Handle IRAs and Non-Compliant Annuities

    • Assessment: How to Handle IRAs and Non-Compliant Annuities

    • Tax-Qualified Annuity Case Study

    • Assessment: Tax-Qualified Annuity Case Study