Planning Excellence for Life

Special Needs Planning

Individuals who are described as having “special needs” fall into a wide spectrum of persons with physical, mental and emotional abilities.

CPS and John Hancock can help you analyze your clients’ financial situation, assess care needs and create a Special Needs Trust (SNT) funded with life insurance.

Planning Special Needs ClientGuide

Planning Special Needs Success Strategy

Special Needs Sales Strategy

Special Needs Snapshot

Analyze your Clients’ Financial Situation

Full Support for Your Client

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