The case for annuities AND professional administration



This inquiry received through the comments section of our blog says it best:

 

" My question is I have a 300.000 msa annuity that I want to sale what would I have to do to sale it for a lump some".

 

Fortunately for all concerned, annuities purchased on behalf of workers' compensation claimants cannot be transferred for a lump sum. So while it doesn't look like complying with the self-administered MSA guidelines is high on this claimant's to-do list, at least not all of his/her Medicare Set-Aside funds can be squandered in year one.


MEDVAL 1-888-SET-ASIDE (1-888-738-2743)
Medicare Set-Aside Allocation/Arrangement Recommendations
Submissions to Centers for Medicare and Medicaid Services
Post-Settlement Administration
Pharmacy Benefit Management

 

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