24 Powerful Statistics For Financial Professionals Who Serve Special Needs Families (Or Who Want To)
Date
2019
Journal Title
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Publisher
The American College of Financial Services
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.
Description
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Learning Object
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Keywords
special needs, caregivers, financial planning, retirement