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Today I published a new article on Insurance Forums about how to approach the unique challenges of working with families that have children with special needs. It seems to be a market that intimidates a lot of agents and advisors but it’s also a market that seems to be underserved. Got some great insight from David Szremet, JD, CLU, ChFC, and Jessica Walker, JD, LL.M., of Ohio National, who have a great deal of experience in this market. Please check out the article at the link below when you have a moment.
Helping those who need it most: How to overcome the challenges of special needs planning
If you have experience working in the special needs market, please share some helpful tips that might encourage more agents to look into it. These families need a lot of help with their planning, and many don’t know where to turn for help. As a bonus, it’s a market that excels in providing referrals.
Helping those who need it most: How to overcome the challenges of special needs planning
If you have experience working in the special needs market, please share some helpful tips that might encourage more agents to look into it. These families need a lot of help with their planning, and many don’t know where to turn for help. As a bonus, it’s a market that excels in providing referrals.
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