It is the mission of Krause Financial Services to provide insurance products used in Medicaid and Veterans Benefits planning to elder law attorneys and insurance agents throughout the nation, along with guidance in using those products in planning. Our chief concern is to ensure that products are used responsibly with the insured’s interests placed first and foremost.
Krause Financial Services is the only attorney-led financial services firm in the nation that specializes in helping families qualify for Medicaid and Veterans Benefits through the use of insurance products. Dale M. Krause, J.D., LL.M., is known for his long-standing personal commitment to elder law attorneys, insurance agents, and their clients. With over 25 years of experience, Mr. Krause is a national Veterans Benefits and Medicaid planning advocate. Simply put, Krause Financial Services is the firm that’s here to advise elder law attorneys and insurance agents on balanced, flexible solutions to meet their clients’ needs.
As a result of his foresight, innovative ideas, and unique Medicaid and Veterans Benefits product designs, Mr. Krause has earned the distinct reputation of being called the “Pioneer of Medicaid Compliant Annuities.” In order to maintain this distinction and grow his national practice, Mr. Krause is continuously educating his staff on the Medicaid rule changes that impact each state. At the same time, in order to keep his Medicaid and Veterans Benefits products relevant to the times, Mr. Krause has established key relationships with marketing executives of major insurance companies. Through specialized training courses for insurance agents and continued one-on-one counseling guidance for elder law attorneys, Krause Financial Services maintains its leadership position in the industry.
Mr. Krause and Krause Financial Services place great value on maintaining the professional relationships that have been built over the years. We strive to provide only the best customer service, and make working together as seamless as possible. It’s as if we’re an extension of your office.
-Provide the necessary case facts to Krause Financial Services
-Within one business day (usually only a matter of hours!) a comprehensive plan will be returned to you for your and your client’s review
-Krause Financial Services obtains completed insurance applications and reviews to ensure compliance with state rules
-In the same day of receipt, all insurance documents and client funds are overnighted to insurance companies to expedite processing
-Within five to ten business days the insurance policy is received, immediately faxed to you, with the original following in the mail
The entire process can be completed within as little as seven business days.