How To Save Maximum Assets And Income When Applying For Medicaid Assistance

Stop Losing Managing Control of Your Elderly Clients' Assets...

Every Time Your Elderly Clients Go To Long-Term Care It Costs You AUM and Increases Your Liability

Clients either exhaust their assets to pay for the long-term care (a potential liability for you), or turn over crisis planning to someone who then transfers your AUM elsewhere.

What If You Could Guide The Family to a Service That You're Confident Will Help Them Protect Assets?

How would that change things?

It solidifies your relationship with existing clients,

plus it allows you to continue to grow and protect assets while building your relationship with the next generation!

Showing Up To Work With an ACAT or Other Transfer Request Can Ruin A Really Promising Day!

How Do You Handle the Dilemma?

If you question the transfer, you might anger the family and generate a complaint. But, if you don't question the transfer, you're not looking out for the family and you're not looking out for yourself either. The funds are definitely leaving!

Who knows if the receiving end is going to correctly manage your client's assets?

You Need to Provide a Better Solution to Save the AUM

Explaining to the family why you didn't educate them on all of the available asset protection strategies can be a difficult conversation. By using Platinum, you can offer them a better solution than simply paying the bill or accepting subpar Medicaid crisis planning. This can really take the sting out of an otherwise tough conversation!

Your Clients Look To You For Answers

If clients trust your recommendations, you become THE trusted advisor!

Virtually every client you have is affected by long-term care, whether it's for their spouse, parent, or sibling. Let them know you have the solution to last-minute Medicaid crisis planning. You will create new relationships as well as retain existing ones.

Reduce Losses of Your AUM and Reduce Your Professional Liability

Serving others is the key to success...

When I was younger I wanted to be able to do everything for everybody. Hence, I did nothing really well and couldn't help people as much as they deserved.

With time and wisdom I narrowed and honed my skills to help attorneys and families navigate the Medicaid crisis planning maze. All while helping financial advisors keep managing the assets the family accumulated under his/her direction.

When utilizing our services, we help the attorneys we recommend understand the case in a way that does the best job for the client and leaves most, if not all of the assets, under your management. Few attorneys know how to do this or even think about you, the advisor. Platinum keeps you and your practice in mind while correctly handling your client's case.

It's a win for everyone! Platinum looks out for the client, the attorney, and the advisor.

That is serving others!

We Can Help

Ready to get your clients the long-term care they need with as much as 100% paid for by the government?

Request a FREE No Obligation Call

Qualify your client for long-term care Medicaid and/or VA without losing control of the AUM

Make Money While Helping Your Clients Fund Long-Term Care

You make money when assets need to be restructured. Assets frequently need some restructuring for Medicaid crisis planning!

When you help a family ensure that their loved one is well-cared for while also protecting a lifetime of savings, they're loyal forever.

Set yourself apart from your competition by adding proven but unknown asset protection strategies to your seminar presentations. You'll have information they won't find anywhere else!

You can feel in control and valued, be well-compensated, and bring a level of sophistication to your advisory practice by helping families

01

Maintain Liquidity

Instead of using strategies that convert liquid assets and securities into third party real estate we help clients work within the family so the cash and securities can stay in their current format!

02

Maintain Control

Families that work with Platinum Benefit Services are able to maintain control of all assets within the family.

03

Pay Zero Federal or State Income Tax

Platinum has many asset protection strategies that completely avoid income tax!

You can accomplish all of this for your clients without having to know the rules, take on liability, or lose AUM

Never Again...

  • Feel on the defensive about long-term care Medicaid.

  • Lose assets to another advisor over long-term care.

  • Witness your client's financial devastation

  • Have an untrained "professional" botch your client's Medicaid qualification

Here's what's included:

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The Value Doesn't End Here

Introduce The Amazing Bonuses

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WHO IS THIS FOR?

Medicaid Crisis Planning Referral Program is ideal for Advisors...

  • Who want to protect their clients from unscrupulous "Medicaid Planners"

  • Who want to protect their own AUM and revenue stream

  • Who want the very best job to be done with no outside commission influence

  • Who want to be seen as adding additional value

  • Who want to refer to a Medicaid application service that can be completely transparent

  • Advisors that have clients that transferred assets into a IRR Trust or gave other gifts within the last 5 years and now need Medicaid

WHO IS THIS NOT FOR?

Do not consider us a resource if you are an...

  • Advisor that just wants to make a quick buck

  • Advisor who believes you already know everything about Medicaid crisis planning

  • Advisor who has created a mess doing the Medicaid planning and wants us to fix the case without being honest with the client

We Can Help

Ready to get your clients the long-term care they need with as much as 100% paid for by the government?

Request a FREE No Obligation Call

Qualify your client for long-term care Medicaid and/or VA without losing control of the AUM

Mr. Turbeville and His Team

are the best in the Medicaid application processing business. Not only are they accurate and timely in making sure an application will be processed quickly, they go above and beyond in order to make a frustrating and complicated process as easy as possible for the client and their family. I highly recommend Platinum and Tony Turbeville to anyone in need of help filing a Medicaid nursing home application

Michael T. Heider

Attorney-CPA Clearwater Fl

16 + Year Association

As An A Elder Law Attorney I Would Not Want To

be involved in Medicaid crisis planning without a qualified company processing the applications. Platinum Benefits Services, Inc. is such a company and is extremely knowledgeable in all aspects of Medicaid planning and application requirements. I have been associated with Platinum for more than 10 years and consider this association vital to my success in getting my clients qualified and approved for Medicaid benefits.

Michael Johnson

Attorney / Lakeland Fl

20+ Year Association

Platinum Truly Allows Me To

enjoy practicing law without the added headaches of dealing with the government bureaucracy. I have complete confidence that Platinum will take the plan I create, make successful application, obtain a correct approval and stay within the bounds of administrative functions... I highly recommend Platinum because of the great work they have carried out for both myself and my clients

Patrick Quarles

Attorney / Clearwater Fl

10+ Year Association

But they really shouldn't wait

For This Extremely Limited Time Offer

Are there limited quantities? Limited time? Special offers? Explain and give a reason WHY they must take you up on the offer today.

This is your scarcity. You must have some sort of scarcity to encourage immediate action.

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Our Commitment

Platinum Benefit Services, Inc. is committed to helping families gain maximum government benefits for Long Term Care and providing both compassion and application expertise. Since 1996, we have helped Over 16,000 families qualify for Medicaid while strategically protecting almost $2,000,000,000 in assets in conjunction with appropriate legal counsel.

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But I have questions...

Frequently asked questions

Does Platinum Offer Any Type of Guarantee

Yes, Platinum guarantees to obtain proper benefits. If Platinum fails because of its negligence, the fee will be refunded and the case will be fixed going forward.

Why Not Use The Local Attorney?

Because the local attorney isn't going to know the advanced strategies that allow you to keep your Assets Under Management while the family avoids taxes, maintains control, and maintains liquidity.

What About The Five Year Lookback?

The five-year lookback causes a great deal of confusion. The key is to understand that the five-year lookback only applies to transfers for less than fair value (gifting). It does not apply to recategorizing assets!

We Can Help

Ready to get your clients the long-term care they need with as much as 100% paid for by the government?

Request a FREE No Obligation Call

Qualify your client for long-term care Medicaid and/or VA without losing control of the AUM

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You're Playing In The Super Bowl

I practiced Medicaid crisis planning in the past and stopped because of the administrative nightmare. Because of your service I have reentered this practice area. After working with you and your team on several cases I realized I was previously practicing this planning at a high school ball level. With your help I now play with a Super Bowl team

Steven Schwartz

Attorney / Boca Raton Florida

This One Says It All

If you currently offer, or are thinking about offering Medicaid planning to your practice, then you should absolutely talk to Platinum Benefit Services, Inc. Platinum’s knowledge, professionalism, follow-through, and results are tops in the industry. I could employ my own Medicaid processor, but with Platinum, there simply is no need. Platinum provides me everything I need to be in the Medicaid crisis planning business. Platinum’s services include the following: case consulting, client communication, strategy determination software, document creation software that is just as effective as the estate planning software I use, application processing, regular updates, and administrative support for all mundane functions of crisis planning. Those mundane, yet time-consuming, functions include document gathering, asset and income verifications, strategy implementation at my direction, application filing, processing, approval audits to validate accuracy, and ongoing client support. I encourage you to speak with Tony Turbeville at Platinum. Tony is a wealth of knowledge, and his staff is top notch! He understands, and ensures you maintain, the boundaries between legal support and practicing law. Further, he has built a system that covers me and covers him. There is an audit trail of who does what, and when. If you are exhausted from handling applications in-house, outsourcing to a subpar service, or you are thinking of entering the Medicaid crisis planning business, you should speak with this Tony and learn about all that Platinum has to offer. I learn something new every time I do a case and let Platinum handle the processing. This relationship has resulted in an increase in revenue and profitability while minimizing my work. I could not be happier.

David Toback ESQ

Attorney / Tampa Fl

8+ Year Association

Working with Platinum Benefit Services has been nothing short of...

an exceptional experience. Having worked with them for some time, I can say that they have made my Medicaid Crisis Planning practice incredibly more efficient and profitable. The scope and volume of work that they are able to accomplish lifts so much weight off of my firm’s shoulders. Platinum handles all the nitty-gritty work that is required for the processing portions of Medicaid cases, allowing my firm to focus solely on the legal portion; in other words, the things in which we specialize and enjoy most. They are always prompt, meticulous, and professional. In addition to the weight that they take off my firm’s shoulders in terms of workload, I can rest assured that every family that works with my firm and Platinum will be treated with the highest degree of respect and care. Because of Platinum’s ability to handle the heavy lifting of the Medicaid Processing, my reputation with my clients is never in doubt. I know that Platinum treats my clients like family and works to build and maintain bridges, not burn them. I would highly recommend Platinum benefit Services, without hesitation, to any Attorney seeking to add Medicaid Crisis Planning to their areas of practice, or to any attorney who wants to streamline and optimize the way that they approach their existing Medicaid Crisis Planning area of practice.”

Matt Jones

Attorney Tampa Fl

5+ Year Association

All I Can Say Is...

Wow! I entered this business after meeting with Tony Turbeville with Platinum. I was a bit skeptical but after reading his book, listening to him, reviewing the software he provides and then trying a case, I became a believer. He does what he says he will do, has built a staff to back it up, shares ideas I've never heard in any other Medicaid setting and always takes care of the client. I can't imagine trying to directly provide clients the same level of administrative service as Platinum does. I just couldn't afford the staff or have the time. If you provide Medicaid crisis planning and don't use Platinum you could be doing yourself and your client a disservice.

Larry Griggs

Attorney St. Augustine Fl.

7+ Year Association