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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.
The American College of Financial Services
Bryn Mawr, PA
Special Needs, finance, financial planning, insurance, retirement, financial planning, retirement income planning, estate planning
Finance and Financial Management
The American College of Financial Services, "24 Powerful Statistics for Financial Professionals who Serve Special Needs Families (Or Want To)" (2017). Infographics. 6.