Refusal Letters


Engage our services & we will send your annuity for review immediately.



Within 1-2 business days you will have the required refusal letter, or information to restructure your annuity.



Get your letters and begin the process to get your applications processed through your state.


Medicaid Compliant Refusal Letters

We understand that Medicaid planning can be very confusing, which is why we encourage you to contact our staff to ensure you receive exactly what you need to get your required amount of Medicaid compliant refusal letters in the most time effective way possible. Our refusal letters are typically processed the same day, although in some cases it may take two business days.



"If you are applying for Medicaid you can't afford to wait. We understand that fixed income clients cannot afford to spend days, weeks, or sometimes even months to receive their refusal letters."



We offer refusal letters for professionals, individuals, & other businesses in the annuity industry. Why take chances with your clients resources, when you can be certain its done right the first time. If your annuity does not meet requirements to be considered income, we can help!


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