Krause Agency
@KrauseAgency
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We provide exclusive asset preservation strategies and senior market insurance solutions to agents nationwide.
De Pere, Wisconsin
Joined July 2011
Cognitive decline is among the retirement risks commonly left unaddressed, according to a recent study. Find out why it's so important to discuss with your clients: https://t.co/nYUCjsRkXC.
#FinancialPlanningMonth
planadviser.com
An advisory firm with a client base with a median age of 65 has about 14% of its revenue controlled by clients with Alzheimer’s disease.
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#Medicare's annual enrollment period begins today, and this year could look different from most. Here are some things to be aware of as you work with clients this season:
thinkadvisor.com
It starts Oct. 15, and it's already tying advisors' brains into knots.
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We had so much fun welcoming our elite agents to Green Bay for a tailgate and #Packers game! 🧀 It was the perfect opportunity to reconnect, share some laughs, and enjoy the excitement of the Frozen Tundra. 🏈 We appreciate our continued partnership! 🙌
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Did you miss our recent webinar? 😨 No fear! The recording is now available on the Agent Portal. Hear from Nate Ziolkowski as he explores the current state of #Medicaidplanning in 2025 and beyond:
portal.krauseagency.com
In the world of long-term care and crisis Medicaid planning, there has been a lot of talk surrounding the future of the industry. Amid spooky season, the experts at Krause Agency are here to cut...
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With several changes underway as a result of the #OBBBA, #longtermcare planning is more important than ever. Learn why you should have these conversations with clients:
kiplinger.com
The new tax bill presents a good opportunity for retirees to revisit tax plans, look into doing some Roth conversions and consider plans for long-term care.
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Existing non-compliant annuities can impact eligibility in #Medicaidplanning. Learn how to navigate these tricky assets on Oct. 30 with our President, Thomas Krause, J.D.! Register now: https://t.co/tpYE7LEwmt
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With Halloween on the horizon, is Medicaid planning truly dead?! 🎃 Find out tomorrow at 12 p.m. CT as Nate Ziolkowski discusses the current state of the industry. Save your spot now:
portal.krauseagency.com
In the world of long-term care and crisis Medicaid planning, there has been a lot of talk surrounding the future of the industry. Amid spooky season, the experts at Krause Agency are here to cut...
Is Medicaid planning dead? 😱 It's time we unmask the mystery of crisis planning in 2025 and beyond. 🕸️ Join Nate Ziolkowski on Oct. 9 as he explores the impact of recent legislation, how the MCA can still be used, and much more. Register now: https://t.co/nMTb8I0GIM
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#WorldFinancialPlanningDay is an opportunity to discuss financial security with clients. 💵 Equip them with peace of mind with #longtermcare insurance! Learn more about this overlooked part of retirement planning:
krauseagency.com
Explore long-term care insurance, how it helps clients secure their financial future and pre-plan for care costs, and how Krause Agency supports you.
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This week marks Sarah Lippens' 5th #anniversary with Krause! 🙌 As our Sales and Administration Coordinator, Sarah plays a key role in our team’s success. Please join us in congratulating her on this milestone! ✨
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According to a recent study, many Americans risk their own #retirementsecurity to help younger family members. Learn how this could impact their overall plan: https://t.co/CZz0D0g363.
#FinancialPlanningMonth
mcknightsseniorliving.com
Many Americns are risking their own retirement security to help adult children, grandchildren and parents or in-laws.
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South Dakota is the most affordable state for #assistedliving, according to a new ranking. View the full results and gain insights to share with clients: https://t.co/s0VnLLdmgm.
#LongTermCarePlanningMonth
mcknightsseniorliving.com
South Dakota is the most affordable state for assisted living, with an average annual median rate of $52,200, approximately $20,000 less than the national median of $71,400, according to a new...
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If your clients are worried about the cost of #longtermcare insurance, flexible options can make it more affordable than they might think. Here are some smart options to consider: https://t.co/UMfeFfbKV4.
#FinancialPlanningMonth
krauseagency.com
Explore are some of the most common and strategic options for funding a long-term care insurance policy.
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As the #aging population grows, many clients are concerned about caring for their parents or whether they will require future care. How can #advisors provide guidance? 🤔 These are some considerations to keep in mind:
fa-mag.com
Even wealthy clients shouldn't underestimate the cost of ongoing care, experts say.
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Medicaid can provide crucial support for clients facing a #longtermcare crisis, but navigating eligibility requirements isn't always simple. Learn why the spend-down process is so important and how the MCA can help:
krauseagency.com
Understanding Medicaid spend-down strategies like the MCA can position you as a trusted resource in helping clients preserve wealth and obtain financial assistance for long-term care.
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Is your client prepared for future funeral costs? In our recent session, Madolyn Reynolds discussed how #funeralinsurance products work, how they are treated in relation to Medicaid eligibility, and more. Log in to watch:
portal.krauseagency.com
As an agent, you help clients protect their assets for retirement and financial planning. However, funeral costs are often overlooked, leaving families scrambling to make financial decisions while...
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According to new research, clients with #longtermcare arrangements in place still need extra support from advisors and agents. Here are some of the challenges they're facing:
thinkadvisor.com
Caregivers with LTC benefits still need a lot of help from financial professionals.
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Bipartisan legislation aiming to protect #longtermcare residents and older Americans from financial exploitation has been reintroduced in the Senate. Learn more about the bill's provisions and how it could impact your clients:
mcknightsseniorliving.com
Senators reintroduced legislation aimed at protecting long-term care residents and other older Americans from financial exploitation.
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Is Medicaid planning dead? 😱 It's time we unmask the mystery of crisis planning in 2025 and beyond. 🕸️ Join Nate Ziolkowski on Oct. 9 as he explores the impact of recent legislation, how the MCA can still be used, and much more. Register now: https://t.co/nMTb8I0GIM
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It's important to be forward-thinking as the #LTCI market evolves. Our own Mary Sizemore published an article for @NAIFA on what agents can expect in the coming years: https://t.co/UynVuHYQIE.
#NAIFA
lhc.naifa.org
Discover the future of extended care planning, evolving products, consumer trends, public policy, and technology's role in transforming the industry.
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Make sure to tune in tomorrow at 12 p.m. CT as Madolyn Reynolds breaks down #funeralinsurance products agents need to know. 💡 Don't miss it—save your spot now:
portal.krauseagency.com
As an agent, you help clients protect their assets for retirement and financial planning. However, funeral costs are often overlooked, leaving families scrambling to make financial decisions while...
Join Madolyn Reynolds on Sept. 25 as she explores essential #funeralinsurance products. She'll discuss how these solutions work, accessing the funds, and how they are treated in relation to Medicaid eligibility. Save your spot now: https://t.co/QD658bKvSP
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