The Medicaid Planning Practice Builder Course

An ideal course for attorneys, financial advisors, and other professionals who want help on the business end of setting up a Medicaid Planning practice, including templates, client educational video links, and communication/form templates for only $397/year.

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Pre-Appointment Process

Templates and examples to help you create an ideal pre-appointment packet that 1) gathers needed information, 2) lays out your professional expectations, and 3) educates the client on basic Medicaid Planning concepts so your initial meetings are much more productive with little wasted time.

The Critical First Meeting

An agenda and walkthrough of a first meeting that allows you to get to the heart of the Medicaid Planning issues along with the all-important follow-up emails and videos. This process screens out time-wasters while engaging serious Medicaid Planning cases where you can provide value. 

Proposal and Engagement

The pre-sale process likely to get you the best and most lucrative cases can be highly dependent on the proposal and engagement agreement, along with follow-up videos that simultaneously explain how the process works and why you can't just get to work without being engaged first.

The Medicaid Planning Practice Builder

An ideal course for attorneys, financial advisors, and other professionals who want help on the business end of setting up a Medicaid Planning practice, including templates, client educational video links, and communication/form templates for only $397/year.

Get Your Course Now