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  • Legacy, estate & wealth transfer

    • Financial strategies for special needs caregivers

    Make a meaningful impact with special needs households

    A female caregiver provides support to a smiling child in an activity chair in a home setting.

    Special needs households face unique and complex challenges, turning to your expertise to create financial strategies that can help secure the future for their loved ones.

    Our program is designed to help you:
    • Navigate government benefits
    • Understand different types of funding options (including trusts, insurance and annuities) for providing income security
    • Build relationships with clients by showing empathy and understanding
    • Learn about the various kinds of special needs households
    • Identify and collaborate with key special needs professionals

    Support a growing and underserved market

    92%

    of all financial professionals recognize that financial planning for special needs households differs from other households1

    37%

    of financial professionals feel very familiar with the specific financial challenges faced by households with individuals with a disability1

    Avoid costly planning mistakes

    Improper planning for special needs clients and their caregivers could lead to lost government benefits, insufficient long-term care funds and inadequate legal protections. Without legal safeguards like special needs trusts, families risk financial strain and jeopardizing their loved ones’ future security.



    Our range of resources, education and client materials can help you avoid serious mistakes and ensure families maintain the support they need throughout their lives.

    A child with special needs plays with colorful toy blocks on a bed with their mother.

    Why turn to Nationwide® as a trusted resource?

    Experienced financial professionals surround themselves with go-to specialists. You can turn to Nationwide for personalized guidance and easy-to-use tools and resources to help you support caregivers and special needs households. Through the Nationwide Retirement Institute®, we offer:

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    Access to consultants

    Collaborate with Nationwide’s credentialed specialists to gain insights tailored to your clients.

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    Actionable education

    Address any knowledge gaps to better understand the needs of special needs families, build trust and grow your business.

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    Support for your clients

    Access resources to help you walk caregivers through the complexities of creating a financial strategy to protect special needs individuals.

    For more information about supporting special needs households and caregivers, check out our resources.

    [1] The research was conducted from April 24 to May 24, 2024, by Greenwald Research. The study included 502 respondents who provide advisory services on annuities or life insurance to individual clients.