With more than 1 in 4 adults in the United States living with some type of physical or mental disability, there is substantial demand for financial planning tailored to the unique needs of these individuals and their caregivers. We've designed this program to provide you with the necessary resources to help you serve this market.
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Financial strategies for special needs caregivers
Make a meaningful impact with special needs households
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.
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:
Access to consultants
Collaborate with Nationwide’s credentialed specialists to gain insights tailored to your clients.
Actionable education
Address any knowledge gaps to better understand the needs of special needs families, build trust and grow your business.
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.