Refusal Letters


Engage our services & we will send your annuity for review immediately.



Within 1-2 business days you will have the required refusal letter, or information to restructure your annuity.



Get your letters and begin the process to get your applications processed through your state.


About Us is commited to assisting individuals and couples to qualify for Medicaid benefits through expediting paper work. We work with Krause Financial Services to keep our staff informed and up to date on changes made in state requirements. Combining our knowledge allows us to provide over twenty years of experience in the industry to ensure that there are no question when our staff is on the case. in helping to lead the way in the retirement planning service industry. Instead of offering a wide range of products, we specialize in one area. Currently there are a handful of states which are disputing most refusal letters, due to several brokerage companies who do not read the terms and conditions of your annuity. Our letters have been used in several cases, where they have proven without a doubt the brokerage firms have not fully understood the terms of a contract before determining it was an asset.


"This company doesn't try to be all things to all people, rather they just do one thing really well."



We offer refusal letters for professionals, individuals, & other businesses in the annuity industry. Why take chances with your clients resources, when you can be certain its done right the first time. If your annuity does not meet requirements to be considered income, we can help!