Several provisions of the new Deficit Reduction Act could discourage taxpayers from transferring assets in an effort to qualify for Medicaid nursing home benefits.
SellingLTC.com L.L.C., Atlanta, has developed a sales kit designed for long term care insurance agents and others who want to explain the new restrictions on Medicaid planning to consumers.
The kit includes sample letters for clients and prospects, sample seminar invitations, a complete seminar presentation explaining the Medicaid planning provisions of the DRA, and consumer financial analysis worksheet, according to SellingLTC.com.
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