Special Planning for Special Needs

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

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Estate Planning Assessment – English

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Estate Planning Basics

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Estate Planning Assessment – Spanish

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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

or learn more on the Agent Portal,
look for this icon under Guides on the right side bar:

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