Special Needs Planning
Caring for a loved one with special needs can present special financial challenges. Use the materials below to show clients how you can help them secure their loved one’s financial future.
Key materials listed below.
Approach Flyer (BB12235)
Highlights the keys to securing the financial future of a family member with special needs — and how you can help.
Approach Email (LF1068)
Provides a brief overview of special needs planning and links to the approach flyer.
Client Workshop (BB10673)
Includes topics such as government benefits for those with special needs, creating a special needs trust, funding a special needs trust and more.
Client Workshop Email Invitation (LF1059)
Email clients and/or prospects to invite them to your workshop.
Insurance products issued by Principal National Life Insurance Co (except in NY) and Principal Life Insurance Co. Plan administrative services offered by Principal Life. Principal National and Principal Life are members of the Principal Financial Group®, Des Moines, IA 50392. For financial professional use only. Not for public distribution.