2024 KrauseReport V1 WEB Flipboook Preview - Flipbook - Page 5
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CHAPTER 01:
About Krause Financial
Who We Are
Our Vision
Krause Financial is an attorney-led 昀椀rm that provides asset
preservation solutions for estate planning and elder law
attorneys and their clients. Using our specialized insurance
products, resources, and support, we help attorneys streamline
the process of advising clients planning for long-term care.
At Krause, we do more than simply provide a product. We
offer the service, support, and education needed to use
that product successfully. Even further, we aim to make the
entire process as streamlined as possible. We accomplish
this through innovative insurance solutions, impeccable
customer service, quick turnaround times, expert guidance,
昀椀rst-class educational resources, and more.
With over 30 years of industry experience, we help attorneys
simplify long-term care planning and allow clients to preserve
their legacies.
• • • To learn how working with Krause can empower
your practice, visit krausefinancial.com/krause.
Our History
1992
1995
1998
Uncovering a Problem
Pioneering a Solution
Creating a Legacy
Dale encountered an estate
plan that blocked Medicaid
eligibility. Dale resolved the
case, marking the beginning of
his career in Medicaid planning.
Dale obtained his insurance
license and collaborated with
insurance companies to develop
an annuity that functioned
as a spend-down tool but 昀椀t
Medicaid’s latest requirements.
Dale left private practice
and of昀椀cially opened Krause
Financial Services, propelling
his innovative strategies to a
national stage.
1986
1994
1996
Laying the
Groundwork
Navigating Legislative
Change
Empowering Fellow Attorneys
Dale Krause, J.D., LL.M.,
launched his career as an
estate planning attorney.
Transmittal 64 derailed the
status quo by implementing the
actuarially sound requirement
on annuities, limiting Medicaid
planning options.
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Dale’s purpose shifted. He aimed to
empower other attorneys in preserving
their clients’ assets using annuities, traveling
across the country attending NAELA events
in order to provide his peers with the
guidance and support they needed.
CHAPTER 01 | About Krause Financial