Mar 6, 2019
According to a 2016 Return on Disability Group report, over 56 million people in the United States identified themselves as having a disability. This demographic, along with their caretakers, requires specialized financial planning, but are often left underserved by their advisors.
We’re joined by Bill Harmon of Voya Retirement and Jerry Hulick of Caring Consulting Group to discuss the key role that advisors should take in working with special needs families, including how expanding your practice to focus on these individuals can create a win-win for everyone involved.
For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/financial-considerations-for-families-with-special-needs/.