Special needs planning resources for advisors and employers.

Advisors

 
Helping Advisors with Special Needs Planning
Voya Cares provides resources and support at every step
 
Chartered Special Needs Consultant® Savings available (Download PDF)
Families with unique financial and life planning needs require an advisor they can trust. The ChSNC® designation provides financial services professionals with the technical, collaborative and quantitative skills necessary to help clients with special needs. Voya Cares has partnered with the American College to provide a discounted price for advisors to enroll in the ChSNC® program.
 
Article: How Much is Required to Fund a Special Needs Plan? (Download PDF)
A deep dive to help advisors understand the multitude of considerations for funding a special needs plan.
 
White paper: A Question of Special Needs - How Much Do We Need to Fund a Special Needs Plan? (Download PDF)
Unabridged white paper covering the multitude of considerations for funding a special needs plan.

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Employers

 
Helping Employers Help Caregivers and Employees with Disabilities
Voya Cares provides resources and support at every step.
 
ABLE accounts can help employers with inclusion (opens new window)
How employers can incorporate ABLE accounts into their benefits programs in order to help attract and retain quality employees. In doing so, they can make progress in financial inclusion and help all employees save for their own financial goals.
 
Advancing Retirement Outcomes for the Disability Community
Trained Voya advisors are here to help people with disabilities and their caregivers navigate estate and tax planning to ensure a secure retirement.
 
Maximizing Benefits for all your Employees (Download PDF)
Voya Cares® provides holistic financial wellness and retirement planning solutions to help all employees move closer to the future they envision.

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Advisors and Employers

 
Voya Cares Research Shows what Employers should know about their Caregiver Employees
Voya Cares market research assesses the complex realities and needs of caregivers in the workplace to help inform employers on the effects and how best to support them.
 
Infographics: Caregivers in the workplace, Employers make a difference (Download PDF)
Voya Cares market research assesses the complex realities and needs of caregivers in the workplace to help inform employers on the effects and how best to support them.
 
Disability Etiquette and People-First-Language
Find out what proper etiquette and common courtesy look like in the disability community.

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