What We Do

We provide our clients with a legally viable, customized strategy designed to preserve your assets, rather than spend them down on costly Nursing Home expenses. Clients receive a formal recommendation and clear plans for restructuring assets to preserve them are provided to the client. Then, we complete the Medicaid application for you and submit it for guaranteed approval. We work with experienced Medicaid attorneys in our process of helping you meet your eligibility requirements.

Initial Consultation

Our initial meeting is usually a telephone conversation and at that time, we’ll learn about you, your family and the family member applying for Medicaid. If needed however, we can meet with you face to face to review your family’s situation in greater detail at one of our offices located throughout the state.

By the conclusion of this call, you’ll learn valuable information/facts about applying for Medicaid, and why your decision to consult Medicaid Eligibility was a sound one.

We’ll also gather information regarding the applicant’s finances to accurately assess the situation. Some of the information we will need to get and go over with you:

As part of Florida’s requirements, you must pass BOTH, a Medicaid income test and a Medicaid asset test, in order to become eligible for nursing home benefits.Understanding these tests and using them to your best advantage is an important reason to contact a knowledgeable Medicaid eligibility practitioner.

Application and Approval Process

If you choose to have MEI become the “Designated Representative” for your family member applying for Medicaid, we will perform the following services:

  • Assist family member with document collection.
  • Complete the Medicaid “Request for Assistance” application, and submit it to the Department of Children and Families.
  • Represent the client at the scheduled interview with the Medicaid caseworker, and present the case for approval.
  • Follow up on any additional information the caseworker may require, and see the application through to approval.

How We Are Compensated

We charge a very reasonable fee based on what the applicant’s needs are depending on the complexity of your customized Medicaid plan.

Also, as Florida licensed insurance agency we provide Medicaid comp;ant Annuities or Life Insurance to preserve assets as part of our value added MEI consulting services.

MEI receives commissions from the financial institution issuing the annuity or life insurance.