CPS wants to ensure you are prepared when speaking with your clients about the importance of Special Needs Planning. Please see below for great tools and marketing pieces about Special Needs Planning. 

Marketing Material

• Special Needs Trust Client Guide - This guide outlines the importance of Special Needs Planning and provides a step-by-step outline of what your client needs to do to obtain coverage.  

 

• Special Needs Trust Client Success Strategy - A wealth of information for your client about Special Needs Planning outlining how a Special Needs Trust works, funding and benefits. 

 

• Special Needs Trust Fact Finder - Review this fact finder with your client so they are able to determine their needs and possible expenses when funding a Special Needs Trust.

 

• Special Needs Trust Sales Planning - Use this guide to familiarize yourself with Special Needs Trusts and how they work. You can also learn more about discussing Special Needs Trusts with potential clients.  

 

• Special Needs Trust Sales Strategy - This document reviews Special Needs Truts, funding and how Life Insurance plays a significant role in Special Needs Trusts.

 Example Documents

• Special Needs Plan - This document outlines the plan for a child with special needs if their parents predecease them.

 

• Special Needs Letter Of Intent - This letter is from the child's parents to future caregivers, providing detailed information about their child with special needs.

 Presentations

• Special Needs Planing - Barry Rosenfeld
• Special Needs Planning - John Hancock
• Special Needs Solutions - John Hancock