24 Powerful Statistics For Financial Professionals Who Serve Special Needs Families (Or Who Want To)

Abstract

In a study conducted by Greenwald & Associates for The American College of Financial Services’ MassMutual Center for Special Needs, four distinct areas of opportunity were uncovered for advisors to expand their book of business by meeting the needs of a chronically underserved market: special needs caregivers and their families. Below are key findings and opportunities from the study.