Did you know that 19% of the U.S. population — almost 65 million people — live with a special need or disability 1, while one out of six American workers provide or assist with caregiving? 2 In spite of being the third largest demographic in the nation, the special needs community is often overlooked and vastly underserved.
However, Voya Cares offers advisors the opportunity to gain the skills, training and education to make a difference in the lives of millions living with special needs and disabilities as well as their caregivers. And by doing so, you can feel good about growing your business and creating a competitive advantage.
Voya discussed special needs planning with advisors and the impact it's making in their lives as well as the lives of their clients. Hear what these advisors have to say!
A special needs planning "newbie" soars
Meet Joan Tucker-White: a financial adviser from Connecticut who wants to develop a special needs planning niche. Find out how Voya Cares has armed her with the tools to succeed with this critical segment of clients.
Don't procrastinate with special needs planning
Meet Thomas Kalejta: a financial adviser in Pennsylvania, who was inspired by his own son's autism to want to help other families. Find out how "hope isn't a strategy" when it comes to financial planning for families with special needs.
Baking up a strategy for special needs families
Meet Jon Kurtz: a financial planner in Virginia who focused on his son's love of baking to cater a world for him. Discover how Voya Cares is helping Mr. Kurtz bring that strategy to more families.
Financial Advisors are Investment Advisor Representatives of and offer securities and investment advisory services through Voya Financial Advisors, Inc., (VFA) member SIPC. Neither Voya Financial Advisors nor its representatives offer tax advice.
1 National Alliance for Caregiving and AARP: Caregiving in the U.S., 2015
2 Easter Seals – Caregiving Study