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Medicaid Planning


            This page should be read by anyone interest adding an extra $100,000 of annuity commissions to their annual revenue. If so, you should become a Certified Medicaid Planner

            -Most advisors are NOT aware of the fact that Medicaid planning and Medicaid compliant annuities are making a huge comeback due to some recent court rulings.

            -The fact of the matter is that I know many advisors are making less money right now due to tough economic times. 

            -The fact of the matter is that Medicaid planning using annuities is NOT known by 99% of the insurance industry.

            -The fact of the matter is that it is much easier to get 30 seniors in a room for a seminar to tell them how they can keep their money from the government AND still receive aid for nursing home expenses than it is to get them to move seasoned money into FIAs for traditional wealth building.

            -How do you make more money and provide better advice to your senior clients?  First you have to learn the subject matter.

Sign up to become a Certified Medicaid Planner

           Click here to learn about the CMP™ course and to sign up for the next in-person seminar or to take the course self-study. 

            If you have any questions, please e-mail info@thewpi.org or call 269-216-9978.