If you answer “No” to any of the questions below, don’t make a decision now. Call Platinum Benefit Services for a free, no-obligation consultation:

  1. Does the processing firm offer a free consultation?
  2. Does the processing firm offer a second free consultation if necessary?
  3. Does the processing firm have experience of more than 3000 cases successfully completed?
  4. Does the processing firm have staff with Department of Children and Family Medicaid ICP processing experience, Nursing Home Medicaid administrative experience processing Medicaid ICP applications, and Private Sector Medicaid qualification experience totaling a combined 75+ years of experience?
  5. Is the processing firm fully educated about the strategies that can be utilized so it can successfully process the strategies recommended by your independent legal counsel?
  6. Does the firm acquire verifications of assets and income on your behalf at no additional charge?
  7. Does the firm represent you at the Medicaid office?
  8. Does the firm handle the case at the Medicaid office without your involvement?
  9. Is the firm willing to utilize and communicate every legal strategy recommended by your attorney to protect your family’s hard earned assets? In other words, is the processing firm willing to offer its guarantee even when the attorney recommends aggressive strategies?
  10. Will the processing firm handle your case if you do not buy a financial product?
  11. Is the Processing fee a fixed, known amount?
  12. Will the processing firm work with attorney’s that use strategis that maximize the amount of cash you can keep available and minimize the amount of cash you must deposit in a financial product or otherwise tie up in hard assets?
  13. Will the processing firm welcome the opportunity to meet or speak with family, friends, or other professionals whom you are relying on to make the right decision at no charge?
  14. Will the processing firm send information to trusted advisors (with your authorization) at no charge?
  15. Will the processing firm’s caseworker cheerfully return your calls and answer your processing uestions within eight business hours or less?
  16. Will the processing firm handle an annual review?
  17. Will the processing firm handle death claims on the deceased patient as a courtesy?
  18. Will the processing firm handle changes in your case after initial approval at no charge and changes involving additional assets will result in new charges?
  19. Will the processing firm handle a case outside the State of Florida at no additional charge?
  20. Will the processing firm provide notary services on a local basis at no additional charge?
  21. Will the processing firm handle the paper work naming or changing beneficiaries on Insurance policies, if necessary, at no additional charge?
  22. Will the processing firm handle the paper work re-titling accounts as necessary after approval at no additional charge?
  23. Will the firm handle necessary copies, letters, postage, long distance calls, certified mail, and other miscellaneous nuisance costs at no additional charge?
  24. Is the processing firm experienced enough to suggests Community Spouse income maximization strategies to the attorney?
  25. Does the processing firm have an impeccable reputation with Social Workers, Admissions Directors, Administrators, Medicaid Specialists, and Business Office Managers at various and numerous health care centers throughout the state?
  26. If you asked a Nursing Home contact who you should consider to help process the Medicaid Application did the name you are considering come up as a one of the top three to consider?
  27. Does the processing firm offer printed, website, and/or video material as an educational tool to help you understand the logic and strategies behind Medicaid planning?
  28. Does the firm answer the phone in person and take messages in person? (ok no pushing buttons)
  29. Is the firm honest about your options if you are inuiring before a nursing home is necessary?
  30. Does the firm have a nearly 100% success rate of gaining Medicaid ICP approval for the agreed upon month?
  31. Does the firm understand how to communicate to Medicaid the Strategies recommended by your Attorney for non-homestead real estate, joint assets in common, recreational vehicles, and other non-liuid assets?
  32. Does the firm understand how to communicate to Medicaid the Strategies recommended by your Attorney for to protect IRA’s, 401(k)’s, and other ualified assets without liuidation or transfer?