The Digest


2019 Edition 3


SPECIAL NEEDS PLANNING

SALES BUILDER


Use this Special Needs Planning Checklist when working with a client who's caring for a loved one with special needs.

CASE STUDY


Life insurance is often an efficient, cost effective way to properly fund a Special Needs Trust. Take a look at this case study.

NAVIGATOR


Use this helpful quick reference guide to assist in field underwriting clients who have special needs or disabilities.

NEWS & HIGHLIGHTS FROM THE MONTH


Planning for Children with Special Needs. Nationwide discusses the planning steps for special needs children and the challenges parents face.


Preparing for the Future of Your Loved One with Special Needs. In this article, Prudential helps identify the important things to consider when preparing a plan for a special needs individual.


Special Needs Fact FInder. Planning for your loved ones from John Hancock.


Upcoming Training Webinar

SalesBuilder Producer Training


IUL University in 20'


April 4, 2019 @ 2PM EST


Carrier Events

AIG Webinar Wednesdays

Every Wednesday at 11:00 AM and 2:00 PM EST

Principal Approaching Business Owners PLN Webinar

April 1, 2019 @ 11:30 AM EST

Lincoln Webinar: See what happens to a Lincoln Hybrid LTC or IUL in the REAL WORLD

April 9, 2019 @ 1:00 PM EST


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