Gateway Advisors is located near Cleveland Ohio and we work with elder law attorneys in the Northeast Ohio area. We specialize in short term Medicaid compliant annuities that are, actuarially sound, irrevocable, non-transferable, and non-assignable, with terms from as short as 2 months to as long as 10 years. We are local so we will travel to a client's residence or to their attorney's office to meet and complete required paperwork. Our fees, if any, are lower than out-of-state firms. The services we provide include quotes and illustrations, annuity application, direct submittal to annuity carrier, funds transfers from other institutions including 401K, IRA, Roth and 1035 exchanges. We complete all required annuity and asset transfer paperwork and follow-up until the funds transfer and the annuity is delivered to the client. We also have funeral trusts. For more information, a Medicaid compliant annuity intake form or processing fee schedule please call Gateway Advisors at (440) 709-6563. Call today! how does an annuity work |