Case Design

Case design service will take your client’s fact finder and work with you to design a full, written plan for you to present to your clients. Written plans provide you with a full summary of the best alternatives available to achieve the maximum asset protection and the least hassle possible. Our case design team can […]

Interest in Certified Medicaid Planner Designation Grows as VA Benefit Rules Get More Strict

For nearly the past decade, the Certified Medicaid Planner designation has been awarded to competent advisors seeking to set themselves apart in the planning field as the best of the best. Interest in this designation has grown substantially in the last few weeks, partly as a result of new rules issued by the Veterans Administration […]

Case Consulting

Advisors are offered individual case consulting by leading expert Michael Anthony, JD, CMP™ for a wide variety of case issues. The case consulting program supports a wide variety of professionals. While the bulk of  support assists the practice of elder law attorneys and financial advisors serving the senior market, we can provide support for social […]

Case Support

We have the ability to help you analyze and plan for your clients, helping make sure that you carefully consider all alternatives. Assistance can range from providing some helpful tips and pointers on a case to developing a full, written plan.  For novice planners, this can be a great way to get your practice going […]

LPL pays big fine in Mass for using sham designation

As an advisor, you must truly be careful what you call yourself and the specialization you claim to have knowledge in. No more is this true in the area of professional designations not associated with a university or college degree. Advisors around the country have been using designations offed up by fly-by-night certification programs. These […]

Medicaid: The Anatomy of a Case

Webinar – On Recording           Features & Benefits • Learn from the industry’s #1 Medicaid expert how important Medicaid planning is for senior clients • Receive a practical explanation of how a “real” Medicaid case was put together and why. • Learn how a $400,000 Medicaid compliant annuity was key to […]

Learn Medicaid Planning

Why should all advisor learn Medicaid Planning? Opporunity and Lawsuit Avoidance. Until now there has been no central place advisors of all kinds could learn this important and complex subject matter. With the advent of, advisors have a unique resource for both education and mentoring/case design services.

Free 2019 Medicaid Planning Desk Reference

Get Up To Date With New 2019 Medicaid Numbers The Centers for Medicare and Medicaid Services (CMS) have issued new annual spousal impoverishment figures for 2019.  You can download a complimentary FREE 2019 Medicaid Planning Desk Reference.   The full numbers are contained in the Desk Reference, which you can download for free by clicking the […]

Medicaid Planning

Learn Medicaid PlanningWe have everything you need to increase yourunderstanding of Medicaid Planning.Learn MedicaidContact Us TodayIncrease Your ValueAdvisors who have solutions for long-term care Medicaid Planning bring added value to clients.Increase Your ValueContact Us TodayPlanning Resource CenterMake sure your clients are getting the best Medicaid Planning advice possible.ResourcesContact Us TodayIs Medicaid Planning right for your [...]

Medicaid Estate Recovery Summary

Thank you for your interest in downloading the 50-State Medicaid Estate Recovery Summary. To download the summary in PDF, click on the following link: 50-State Medicaid Estate Recovery Summary (2015 Edition) If this is your first visit to, allow us to welcome you. was created to help advisors understand how critical it is […]