October 24, 2025

Empowering Families for National Family Caregivers Month

November is National Family Caregivers Month, a time to recognize and honor the millions of Americans who provide care and support to loved ones with health challenges or special needs.

For financial professionals, this observance is also a meaningful opportunity to deepen their understanding of special needs planning and the unique considerations caregivers face. In this article, we’re highlighting educational tools and client-ready resources that can help agents better serve families navigating these complex journeys—with compassion, clarity, and confidence.

Agents, take a look at these valuable resources to plan for your next client conversation:

For Agents

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Planning for Special Needs – for Financial Professionals

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Tactical Tuesday: Special Planning for Special Needs

NL Edge Nov 6- Tactical Tuesday | Special Planning for Special Families

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For Agents to Share with Consumers

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Protect Your Loved One With Special Needs Through Smart Financial Planning

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Lessons for Life (and Death): Planning for Individuals with Special Needs