Case Management Services
Get help untangling loose ends and solving problems when a love one falls ill
New! Become a local area rep or case manager for SMB
Medi-Cal Benefits
Obtain LTC Medi-Cal benefits in a crisis; partner with us to ensure the fastest possible eligibility
Medi-Cal FAQs
Stay current on all the difficult California Regulatory changes related to Medi-Cal; recently updated
CAP
Expanded Program! Get or keep needed benefits; designed specifically for the lowest income elderly and disabled
VA Benefits
Veteran or widowed spouse of a veteran? See if you qualify for a special pension...
Long Term Care
Key issues surrounding private pay vs. benefits, in-home vs. nursing home, with situation insights
SMB Planning Service
Protect yourself and your family through SMB by incorporating your financial, legal, insurance, benefits, tax, and long term care direction into one timeline and plan
Pooled Trust
A Special Needs Pooled Trust to protect SSI or Medi-Cal benefits while retaining lump sum distribution for supplemental needs
In 1986, Arleen Goodwin and Joan Kloehn launched Senior Medi-Benefits after helping their aging and ill parents struggle with the complexities of Medicare and supplemental insurance claims. The beginnings of a small non-profit organization has grown into a service agency weaving its way through a horrendous bureaucracy by attaining government benefits for frail aged and disabled adults.
Receiving a lump sum distribution such as inheritance or settlement creates a problem for an individual on SSI or Medi-Cal because having the money causes loss of benefits.Joining the SMB Special Needs Pooled Trust is a solution to this problem, because the beneficiary's inheritance or settlement money is used for Supplemental Needs only, according to guidelines set by SSI. The disabled individual keeps the important public benefits that are integral to his or her long-term survival.
LEARN HOW: The SMB Special Needs Pooled Trust can help you.
LEARN HOW: We can help you right away!
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CALL US AT:
888.789.4589