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

Our Services Are Distinctly Different.

Our Services Are Distinctly Different.

Navigating the multitude of financial and healthcare choices involved in long-term care along with successfully filing a Medicaid application for long-term care can be an overwhelming and stressful experience; especially when your loved one’s health and your family’s financial future are simultaneously at risk.

Families are often buried in complex choices and paperwork.  Further, being faced with ever-changing legal requirements may force families into quick decisions that leave them trying to manage intricate asset protection strategies with little to no guidance.

The clock is ticking, and delays or missteps can literally mean permanent loss of tens of  thousands of dollars in potential benefits or out-of-pocket care expenses.

Without expert support, families risk depleting their savings, making costly financial mistakes, or unknowingly jeopardizing eligibility for Medicaid.

Even well-intentioned attorneys without deep Medicaid expertise may overlook crucial details, leaving families exposed to financial hardship.

Failing to address these challenges early on can result in the rapid exhaustion of assets and immense stress at a time when peace of mind matters most.

9

Reasons

You Should Rely On Platinum Benefit Services, Inc. AND An Elder Law Attorney’s Medicaid Planning Assistance.

1

You will benefit from an attorney's legal expertise

while also leveraging our nearly three decades of experience with Medicaid application prep and processing.  You get the best of two unique levels of expertise.

2

Platinum provides white glove service.

This includes, but is not limited to, the initial conversation, information gathering (we write and call companies for you), helping you understand the various steps, providing ongoing support during the plan implementation process, weekly updates during the application process, conducting annual reviews on your behalf after your correct approval, and so much more. Attorneys simply are not set up to provide this level of service.

3

You and your attorney will benefit from Platinum's deep bank of knowledge.

We have knowledge and experience regarding advanced protections strategies that are virtually impossible to find anywhere else. These strategies can make even complex and high net worth cases a smooth process for protecting assets, income, and even insurance proceeds. Because we've successfully processed over 16,000 cases, we've seen and executed on almost every conceivable asset protection plan.

4

With Platinum you receive a 100% money back guarantee.

If we fail to provide the service and results we promise then we refund your fee and still complete the case. Most attorneys cannot provide this type of guarantee.

5

Platinum will help your attorney understand how to accomplish THREE HIGHLY DESERIABLE OUTCOMES:

1) maintain control of assets within the family

2) maintain liquidity

3) legally avoid tax consequences

Many attorneys don't have the experience in more sophisticated strategies to accomplish all three highly desirable outcomes.

6

Platinum will obtain a little known benefit called UMED (Unreimbursed Medical Expense Deduction)...

to recover money you may have already spent on long-term care prior to applying for Medicaid. This typically ranges from a few thousand to many thousands of additional dollars saved. Most attorneys don't know about this benefit, don't know how to calculate it, and don't know how to apply for it.

7

Platinum will communicate at least weekly with you and your provider regarding the progress of your Medicaid case and expected benefit timing and amounts.

Many clients and providers get frustrated with attorneys for lack of communication. Communication is at the core of our processes.

8

Platinum provides a knowledge bank of videos to help you understand concepts that apply to your case.

While we are always happy to explain, we find that visuals increase the ability to more rapidly understand the concepts at hand. Most attorneys haven't taken the time to create these support aids, which often leaves the client feeling uninformed.

9

Most attorneys require you to do all of the paper chasing. At Platinum you have a team of people that do everything they can for you.

We only ask for your help when other methods of obtaining information fail. Even then, we are typically on the phone with you to obtain needed verifications and other documents. You will not feel alone in the process when you choose Platinum.

Platinum will help your family maintain control of assets and income, maintain cash liquidity, and minimize or completely eliminate tax consequences while providing your family a Platinum level of service!

Here Are 3 Reasons You Should NOT Do Business With Us...

Unlike other coaching programs out there, we’re not for everyone. So here are three reasons you should NOT do business with us.

1

Don’t Work With Us If You’re Looking For "Quick Results"

Do our clients get amazing results? Absolutely.

But they also worked their butts off. Just because we’ve simplified things down into a proven strategy that works every time it’s applied, doesn’t mean that it will be "quick and easy".

Your results are 100% up to you.

2

Don’t Work With Us If You’re Not 100% Committed To Your Success.

Getting the results you want will take your full commitment.

Some people are happy just doing the bare minimum. Our clients want more. They want to finally break through what's been holding them back and achieve the success they've always wanted. And they’re willing to do whatever it takes to make that happen. So if that’s not you, we still love you, but you’re not ready to work with us.

3

Don’t Work With Us If You’re Not Willing To Do The Work

If you think that simply joining a coaching program (including ours) is enough to get you the results you desire...you would be mistaken.

Our successful clients show up every day coachable, decisive, and willing to do the work. They do exactly what we ask them to do. They don't make excuses. They pushed through their setbacks, overwhelm, challenges, and fears. They owned their results and earned their success.

Our successful members are able to achieve incredible results because they are willing to work hard and follow the simple and proven process that we've created for them.

So Let's Talk About Who We Are For...

If you’re a [business owner, professional, female entreprenuer] who is great at what you do, if you love helping people realize their dream, we can help you scale. However, we do have some simple criteria you need to meet before we decide we're a great fit to work together:

  • You must show up coachable. We know what works and don’t have time to argue.

  • You must be decisive. In order for you to get results, you can't get stuck in analysis paralysis.

  • And you must be resourceful. There is always a way for the truly committed.

If you’re ready to build a [successful business/finally lose the weight/finally find the love of your life], then click the button below to [watch our latest masterclass/book a call, etc].

In it, I reveal the step-by-step strategies we use to [help our clients create the business and income they dreamed of].

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