Differentiate Yourself with Customers and Prospects
Financial Planning for the Special Needs Community
Special Needs Planning
- Important facts and misconceptions about the special needs community, which includes one in five Americans1
- Ways to differentiate yourself by helping guide sponsors on special needs financial planning considerations
- Key insights into the unique planning considerations for people with special needs, including beneficiary planning, government benefits and income replacement ratios in retirement
- Role of the employer in driving holistic financial planning and financial wellness education
1 U.S. Census Bureau data and respondents’ self-identification
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