2019 Edition 3
SPECIAL NEEDS PLANNING
Use this Special Needs Planning Checklist when working with a client who's caring for a loved one with special needs.
Life insurance is often an efficient, cost effective way to properly fund a Special Needs Trust. Take a look at this case study.
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.
Carrier & Product Information
- AIG - The Rule of 25 assists your clients in planning their ideal savings for retirement, including life insurance
Upcoming Training Webinar
SalesBuilder Producer Training
IUL University in 20'
April 4, 2019 @ 2PM EST
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