Medicaid Marketing & Planning
If you are giving advice to senior clients and you don’t know Medicaid planning, you are a lawsuit waiting to happen.
There are far too many insurance agents selling non-Medicaid compliant products to clients who are almost certainly destined to file for financial aid for nursing home care. This is a recipe for disaster.
Depending on the source, the statistics state that there are 10,000 people turning 65 every day in our country. It is and will continue to be the biggest market for advisors to go after.
We believe if advisors arm themselves with the knowledge and marketing tools to go after this market, they will do very well financially.
We are not experts in Medicaid planning. However, we have an exclusive deal with www.medicaidplanning.org. This entity is the only entity in the industry that provides both education on how to properly give Medicaid advice to clients and can also help advisors market themselves compliantly as Medicaid planners.
To learn more, we recommend you go to www.medicaidplanning.org.
If you are interested in becoming certified in Medicaid planning, you should go to www.cmpboard.org and check out the ONLY independently accredited certification on this subject matter. The Certified Medicaid Planner designation is a great way to tell your clients and referral sources that you understand this complex subject matter and can be a unique resource to help them.