Medicaid Annuities & veterans benefits

 Asset Preservation Strategies

Managing the Application Process

Applying for benefits is only the beginning.


The application needs to be managed until the end of the process. Often there are numerous requests for additional information that must be handled properly and in a timely manner to ensure applications progress to completion and hopefully to a positive outcome. Having an advocate like Cheryl manage your application through the process is a wise option. 

Cheryl has handled all the various requests for additional information from these institutions in every state, and knows how to ensure that your financial situation is set up properly, documented properly, and is in adherence with state and federal rules. Cheryl knows the common strategies some of these institutions use to delay or deny a positive decision, and can help steer you clear of these obstacles.