Help Provide Specialized Guidance

The disabilities and special needs community is large, underserved and has buying power

Father and ChildSimply recognizing one out of four U.S. adults1 you see every day (including your clients) could use your help with special needs financial planning is an important first step to connecting with this community.

Becoming a trusted resource to this community can strengthen your relationships with clients and increase your competitive advantage as a financial advisor. Your relationships can extend beyond clients, because you’ll be connecting with specialized legal, tax, and other industry professionals. As your network grows, so can your book of business.

Use our Special Needs Planning Checklist to prepare your clients and their loves ones with special needs for the future they envision.

Advisors Can Assist with Special Needs Integrated Planning

Voya Cares® and You

Voya is committed to making sure you have the tools you need to help all of your clients, including those living with disabilities or special needs and their caregivers, have the quality of life they seek. Voya Cares is a result of that commitment—a resource based on the best practices of advisors who serve the special needs market.

Voya wants you to feel confident to expand your practice into this overlooked area and bring enduring, long-lasting value to the special needs community.

Learn more at VoyaCares.com.

1 Okoro CA, Hollis ND, Cyrus AC, Griffin-Blake S. Prevalence of Disabilities and Health Care Access by Disability Status and Type Among Adults — United States, 2016. MMWR Morb Mortal Wkly Rep 2018;67:882–887. DOI: http://dx.doi.org/10.15585/mmwr.mm6732a3 (2018)

This information is proprietary and cannot be reproduced or distributed. Certain information may be received from sources Voya Investment Management (“Voya IM”) considers reliable; Voya IM does not represent that such information is accurate or complete. Certain statements contained herein may constitute "projections," "forecasts" and other "forward-looking statements" which do not reflect actual results and are based primarily upon applying retroactively a hypothetical set of assumptions to certain historical financial data. Actual results, performance or events may differ materially from those in such statements. Any opinions, projections, forecasts and forward-looking statements presented herein are valid only as of the date of this document and are subject to change. Nothing contained herein should be construed as (i) an offer to buy any security or (ii) a recommendation as to the advisability of investing in, purchasing or selling any security. Voya IM assumes no obligation to update any forward-looking information.

Neither Voya® nor its affiliated companies or representatives provide tax or legal advice. Please consult a tax adviser or attorney before making a tax-related investment/insurance decision.

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