How To Reach Out To -- And Serve -- Clients With Special Planning Needs Hot

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Mary Anne Ehlert, an Illinois planner, has written a great guide to the field for all types of advisors. 

 

As she notes, many advisors have no idea that their clients have special needs children or other relatives on their minds.

 

Since many of these children live at home and will probably outlive their primary caregivers, she says, it is crucial to keep them on the planning screen at all times.

 

But that can't happen unless you ask your clients if anyone in the family needs special care and, if so, what that care entails.

 

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