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LONG-TERM CARE MEDICAID PLANNING BASICS
THURSDAY, MARCH 31, 1-3 PM EST
TWO-HOUR ONLINE INSURANCE CE 
Many seniors need long-term care and do not have long-term care insurance. They are forced to spend down assets, including some annuities and life insurance on the cost of care before the state helps through the Medicaid program. Many insurance agents will have clients who face this situation and will need to understand the basics of the long-term care Medicaid system and planning techniques to help guide their clients.
Course Content:
* General Medicaid v. LTC Medicaid
* LTC Medicaid Eligibility Rules
* The Creation of the Medicaid Spenddown
* Source of Medicaid Rules
* Definition of Medicaid Resources
* Countable v. Non-Countable Assets
* Asset Restructuring to Achieve Eligibility
* Medicaid Income Limits
* Defeating Medicaid Income Limits
* Medicaid Planning Methodology
* Client Intake and Data Collection
* Medicaid Planning Timeline


Prerequisites: None

*Approved by the Florida Department of Financial Services Education Section - Course # 120825
Course Registration Fee
Access to the online CE is $35
 
The Presenter - Michael Anthony, JD, CMP™
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Michael Anthony, JD, CMP™, is one of the nation’s leading long-term care benefit eligibility experts. He is a former delegate to the White House Conference on Aging. He has authored the largest book in print on the subject of Medicaid/Medi-Cal Planning, the Medicaid Planning Guidebook.He regularly teaches CLE courses and lectures on the subject nationally.