September 11, 2024
Special Planning for Special Needs
Preserving government benefits, supporting quality of life, and providing peace of mind.
No one plans for a loved one to be born with special needs or to become disabled later in life. Did you know that if you leave more than $2,000 to an individual with special needs, they may lose their government benefits? This is one of the many reasons that planning is quite different for a beneficiary with special needs. Life insurance is commonly used to fund a Special Needs trust to support a lifetime of care and help improve quality of life.
For more on this topic –
Join us in this webinar to learn about the rules of planning for individuals with special needs and how life insurance can be the vehicle to support a lifetime of care.
Estate Planning – The Role of Life Insurance
Presented by Advanced Sales Team
Thursday, September 26
1:00 p.m. ET; 12:00 p.m. CT
You have direct access to the Advanced Sales Team for case consultation and point-of-sale support.
Learn more about the team on NationalLife.com
Need Help? Contact us at 1-800-906-3310, Option 1
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