About us
We built an ecosystem so families don't have to navigate the long-term care crisis alone.
Medicaid Planning Advisory is the front door to a carefully selected network of specialists — each playing a distinct role in protecting assets, navigating Medicare, and qualifying families for the long-term care coverage they've earned the right to receive.
OUR MISSION
Education, guidance, and the right connections — before a single dollar is unnecessarily spent.
Long-term care crises move fast. Families are thrust into a world of nursing home admissions, Medicaid rules, Medicare timelines, and financial decisions — often within days of a major health event. Most don't know where to turn, and the cost of waiting or guessing is severe.
Medicaid Planning Advisory exists to change that. Our role is to educate families on their rights, connect them with the right specialists at the right time, and ensure that no family unnecessarily spends down everything they've worked a lifetime to build.
We are not a law firm. We do not provide legal advice. What we provide is clarity, direction, and access to a coordinated network of professionals who do this work every day — across all 48 contiguous states.
What Medicaid Planning Advisory does:
Educates families on Medicaid long-term care rules, eligibility, and asset protection strategies
Generates and qualifies leads — connecting families to the right fulfillment partner for their situation
Serves as a networking platform for referral partners — elder law attorneys, financial advisors, care managers, and insurance professionals
Coordinates the full planning ecosystem — ensuring every case has the right team behind it
"Our goal is simple: no family should spend down their life savings before learning they had options."
THE ECOSYSTEM
One platform. Four specialized entities. Every role covered.
Medicaid Planning Advisory does not operate alone. We are the central platform of a coordinated ecosystem — each partner organization playing a specific, non-overlapping role in serving families through long-term care transitions.
Medicaid Planning Advisory
Education · lead generation · networking · referral coordination
Medicare Assistant LLC
Medicare plan review · SNF benefit analysis
InsurMart LLC
Compliant annuities · irrevocable funeral trusts · IMO carrier access
Medicaid Success Select
Plan design · application filing · Medicaid qualification
OUR ALLIANCE PARTNERS
Three specialist organizations. One coordinated outcome.
Each partner in the MPA ecosystem was selected for its depth of expertise, professional standing, and commitment to serving families with the highest level of precision and care.
Plan design & Medicaid qualification
Medicaid Success Select
Crisis planning
Spenddown strategies
Application filing
Authorized Rep
Fair hearing support
Annual recertification
Medicaid Success Select is part of the Medicaid Success umbrella of companies — an attorney-led organization that provides premier Medicaid planning support and full-service application services to elite financial and legal firms across the country. It is not a law firm and does not engage in the practice of law.
As MPA's primary fulfillment partner, Medicaid Success Select handles the entire back-end of every Medicaid case — from plan design and strategy through application preparation, filing, authorized representation with the state Medicaid department, and final approval. Their team is experienced in all 48 contiguous states and maintains strict standards for the quality of advisors and firms with whom they choose to affiliate.
Part of the Medicaid Success umbrella — including Medicaid Success™ for nursing homes and Medicaid Success at Home™ for home care agencies.
Medicare insurance planning
Medicare Assistant LLC
Medicare Advantage
Medicare Supplement
SNF benefit review
Part D planning
Social Security planning
Annuities
Medicare Assistant LLC is an independent, licensed Medicare health insurance agency with a specialized focus on helping individuals navigate Medicare plan selection and enrollment — particularly as it relates to the transition into long-term care. The agency holds the Certified Medicaid Planner™ (CMP™) designation, providing a meaningful bridge between Medicare planning and Medicaid long-term care strategy.
Their role in the MPA ecosystem is critical and often overlooked: many nursing home stays are triggered by a qualifying 3-day hospital admission under Medicare — which activates short-term skilled nursing facility (SNF) benefits. Understanding exactly what a client's Medicare Advantage or Medicare Supplement plan covers, and for how long, directly informs the Medicaid planning timeline and strategy.
Licensed in multiple states · Holds Certified Medicaid Planner™ (CMP™) designation · No-cost Medicare enrollment assistance · Not connected with or endorsed by the federal Medicare program.
Compliant financial products & broker support
InsurMart LLC
Medicaid-compliant annuities
CMP™ training
Irrevocable funeral trusts
IMO carrier access
Fixed & indexed annuities
Life insurance LTC
InsurMart LLC is a modern, boutique Insurance Marketing Organization specializing in high-impact niche markets — with deep expertise in Medicaid asset protection products, irrevocable funeral trusts, and fixed and indexed annuities designed for crisis long-term care situations. Their network of strategic alliances includes Krause Agency, nationally renowned for Medicaid-compliant annuities and elder care planning education.
In the MPA ecosystem, InsurMart connects licensed advisors and agents with the insurance carrier relationships needed to place Medicaid-compliant financial products — the annuities, promissory notes, and irrevocable funeral trusts that are often essential components of a crisis Medicaid plan. InsurMart also supports the Certified Medicaid Planner™ (CMP™) credential for agents seeking to deepen their expertise in this specialized field.
Strategic alliance partner with Krause Agency (Medicaid-compliant annuities), TPAConnect, Premier SMI, and Owen Insurance Group — extending carrier access and broker support nationally.
SERVICE AREA
Serving families across all 48 contiguous states.
Medicaid long-term care rules vary significantly from state to state — asset limits, income rules, spousal protections, lookback penalties, and application processes all differ. The MPA ecosystem is built to operate across this complexity, with state-specific knowledge embedded in every partner organization.
Medicaid Success Select handles applications in all 48 contiguous states, including states that require in-person filing. Medicare Assistant LLC is licensed in multiple states. InsurMart LLC provides carrier access and broker support nationally.
Medicaid Planning Advisory does not operate in states where non-attorney Medicaid planning services are restricted by Unauthorized Practice of Law (UPL) regulations.
Each state has its own Medicaid rules, asset limits, and application processes. State-specific guides are available in our Resources section.
TRANSPARENCY & DISCLOSURES
What we are — and what we are not.
Families deserve complete clarity about who they are working with and what services are being provided. The following disclosures apply to Medicaid Planning Advisory and its alliance partners.
Not A Law Firm
Medicaid Planning Advisory and its alliance partners do not provide legal advice and are not law firms. Medicaid Success Select is attorney-led but does not engage in the practice of law. Families requiring legal counsel should consult a licensed elder law attorney.
Not affiliated with government
Medicaid Planning Advisory and its partners are not affiliated with the government, any state Medicaid agency, or any other government body. No one is required to use our services to apply for Medicaid — it is free to apply on your own.
Legal strategies only
Every strategy employed by MPA alliance partners is specifically permitted under current state and federal Medicaid eligibility rules. We do not advise or assist with fraudulent transfers, concealment of assets, or any activity that violates Medicaid law.
State availability
Not all services are available in all states. Medicaid Planning Advisory operates in the 48 contiguous states where non-attorney Medicaid planning services are permitted. Service availability varies by partner organization and state.
TAKE THE NEXT STEP
Now you know who we are. Let's talk about your situation.
A free, no-obligation consultation connects you with the right part of the MPA ecosystem for your specific situation — at no cost and no risk.
⭐️ Free ⭐️ No obligation ⭐️ 48 contiguous states ⭐️ Response within one business day
Medicaid planning education, guidance, and lead
connection for families across 48 states.
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© 2026 Medicaid Planning Advisory. All rights reserved.
Not a law firm. We do not provide legal advice. Information is educational only.