What Working With a ChSNC® Can Do For You

Secure the future you and those you care for deserve with a dedicated professional.

The ChSNC® Advantage

When planning for your loved ones or those under your care with special needs, you need a professional who will work closely with you to understand your unique situation, needs, and options through personalized, specialized knowledge. That’s what a ChSNC® is here for.

You’ll get practical and up-to-date advice on how to access and maintain key federal benefits, how to use instruments including Special Needs Trusts and life insurance, and how to access available healthcare benefits and make plans for the future. In addition, a ChSNC® will help you understand the educational and employment opportunities available to those with special needs.

You can benefit from a relationship with an expert who has the specialized knowledge to guide you on all aspects of special needs planning.

Nearly two in three caregivers say debt is a serious problem for them compared with just over half of non-caregivers.1

41% of caregivers say they don’t have enough savings to cover an emergency compared with 32% of non-caregivers.1

1 Greenwald Research and the Employee Benefit Research Institute (EBRI). Caregivers and Retirement: Findings From the 2023 Retirement Confidence Survey. August 2023.

A ChSNC® is a trusted partner and specialist who is committed to helping you build a brighter future for those under your care who have special needs related to physical or mental disabilities, aging, or other circumstances.

You want what’s best for those most in need of your support – and you want to achieve financial wellness for you and for them.

Get started with your advisor and experience the ChSNC® difference today.

← Why You Need a ChSNC®