PA Annuity - PA Care Management, Inc.

Medicaid Annuity Report

July 2008

-PCM-

The Pennsylvania lawyer’s trusted source for Medicaid Annuities

www.paannuity.com

-Quick Links-

James v. Richman Decision                                     Amended Annuity Provisions

Simple Steps to a Medicaid Annuity

Written By: Patti Jo Turner, PCM

By the time you are seriously considering a Medicaid Annuity for your client, all the REALLY hard work is done. You've learned a great deal about your client, his family, his finances, and a host of other details.

Perhaps the client is in a facility and his Medicare days are almost up. His family has come to you to try and prevent financial devastation. Or perhaps you client is at home but has too much in the way of resources to qualify for the Aging Waiver or Life Programs.

You've been hearing about Medicaid Annuities and how some lawyers are using them to help their clients qualify for public benefits. You know that there are court cases that authorize their use. You know that the Department of Public Welfare has even issued guidelines approving the use of annuities. But this all sounds pretty complicated and you and your client want to avoid problems.

How do you get the professional assistance you need so that your client gets the annuity they need? BY ALIGNING YOURSELF WITH TRUSTED AND EXPERIENCED PENNSYLVANIA PROFESSIONALS! Simply fill out the Annuity Request Form at http://request.paannuity.com/ with your client's name, date of birth, and the amount of spend down (premium) or income desired. Within 24 hours, you will have quotes in front of you.   A phone call or email to PCM, Inc. will get you a friendly and efficient response and a real people to deal with - with backgrounds in elder law to go with their insurance producer's licenses, and years of experience with Medicaid annuities.

Pennsylvania Care Management was founded by Certified Elder Law Attorneys to meet their client’s needs. We can help you meet the needs of your clients as well.

Are you going to the Elder Law Institute on July 24^th and 25^th? If so, please stop by our table and meet the people behind the voices on the phone. Let us show you how we can help!

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For years, PCM has been helping attorneys obtain the annuity products their clients need. PCM limits its services to Pennsylvania attorneys and their clients. PCM has been the lawyer’s trusted source for Pennsylvania compliant annuities throughout the Hurly era. Now, in the DRA era, it remains the premier source for fast, efficient, competent, trustworthy, Pennsylvania specific annuity services.

For more detailed information on how to use DRA annuities to benefit your clients, Pennsylvania attorneys may consult the PCM website, www.paannuity.com or contact PCM at 570-326-1890 or webmail@paannuity.com.

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PCM

Pennsylvania’s trusted source for Medicaid Annuities

49 East Fourth Street , Williamsport , PA 17701

570-326-1890

www.paannuity.com

webmail@paannuity.com

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If you would like to be added or removed from our mailing list, please e-mail PCM at webmail@paannuity.com.

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For further information, please contact:

Matthew J. Parker, Esq., CELA*    mparker@paannuity.com

Patti Jo Turner, BSEd          pturner@paannuity.com

PCM

49 East Fourth Street
Williamsport, PA 17701
570-326-1890

webmail@paannuity.com

* Certified as an Elder Law Attorney by the National Elder Law Foundation.