Your Trimester August Sales Idea

Your sales idea for special needs planning 

Do you have clients who care for a loved one with special needs? You can help these clients create a plan to ensure their loved one with special needs enjoys a high standard of living even after your client is gone.

A Special Needs Trust can be a valuable estate planning tool for these clients as these trusts are designed to wrap around important government benefits but still supply goods and services to enhance the trust beneficiary’s quality of life. Life insurance is commonly leveraged as part of a Special Needs Trust strategy as the death benefit from a life insurance policy can provide a significant source of funds for the trust.

Activate this sales idea by using the sales kit on the Trimester Sales Strategies site.