Category Archives: Annuities


Jack Ferriter Presented at National Business Institute Seminar in Springfield

Jack Ferriter was a featured speaker at the NBI (National Business Institute) seminar held in Springfield on Monday, May 22, 2017. He presented on “PROTECTING ASSETS WHILE QUALIFYING FOR MEDICAID.” His presentation was titled “Medicaid Laws Impact Asset Preservation Planning,” which is linked below. Medicaid Laws Impact Asset Preservation Planning

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Medicaid Laws Impact Asset Preservation Planning

Back in 2007, Medicaid laws changed pursuant to Federal Deficit Reduction Act of 2005 (ORA 2005). The law revised treatment and use of Medicaid or MassHealth planning tools. The most often asked question after the new Medicaid laws went into effect is “So what planning tools are left for us to consider?” Medicaid laws are … Continue reading Medicaid Laws Impact Asset Preservation Planning

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