Someone who loves and cares for a family member with special needs may be concerned about ensuring that their loved one continues to receive the care he or she needs throughout their lifetime.
How can you build a foundation for the future of your client’s family member with enough resources to maintain a high quality of life?
When a Special Needs Trust (SNT) is properly funded with a Life Insurance policy, you are providing a great supplement to their existing government benefits and creating comprehensive solutions for a special situation.
We can guide you through the process of creating a Special Needs Trust to assist in providing the care for your client’s special needs child.
The opportunities to increase your Life sales using SNT’s are vast:
Establishing a Protection UL within the trust
Planning for all family members
Supplementing Government benefits that are already in place
Creating relative independence for the loved one
Planning for special needs is one of the most important pieces to a prospective client’s portfolio. More than ever, individuals are looking to secure a comfortable future for those they care about most.
However, individuals with a special needs family member have the daunting task of discovering a strategy to protect their loved one while trying to find time in their schedule to do the research. This creates a great opportunity to assist them in a time of need.
For more information on Special Needs Planning please contact your Life Sales Marketing Manager today!