Unlocking New Revenue Channels for Financial Advisors Today

Exploring Opportunities with Visible National Trust

Financial advisors, money managers, and broker-dealers are constantly on the lookout for innovative ways to expand their services and capture new revenue streams. Visible National Trust has announced an exciting expansion that offers access to a significant and underserved market segment valued at over half a trillion dollars. This move is especially advantageous for those supporting families managing the care of loved ones with disabilities.

The Expanding Platform

Visible National Trust is enhancing its national platform aimed precisely at special needs trusts. This segment is essential as it addresses the unique financial requirements of millions of families. For money managers, broker-dealers, and registered investment advisors (RIAs), leveraging this enhanced platform means directly accessing a vast, untapped asset-gathering opportunity.

Identifying a Massive Market

Today, more than 70 million Americans are living with disabilities. This remarkable statistic reflects not only a pressing need for resources and support but also highlights the market potential within this demographic. Remarkably, around 30% of people in the disabled community are permanently disabled, representing significant financial planning requirements across over 10% of all U.S. households.

Benefits for Financial Advocates

With the expansion of its services, Visible National Trust empowers firms to integrate their investment products and strategies into its platform. This capability allows financial advisors to attract assets from both existing and new clients, ultimately fortifying their long-term client relationships. Among the noble goals is to enhance the financial welfare of families within this demographic.

Comprehensive Special Needs Trust Solutions

Firms and advisors can take advantage of Visible National Trust's flagship special needs trust solution, which offers investment in BlackRock Model ETF Portfolios. This feature provides families with peace of mind that their loved ones' financial needs are considered while allowing them to retain their essential benefits.

The Importance of Support

Visible National Trust prides itself on a commitment to offering clear, actionable solutions compassionately. They provide essential services that include trust documents, ongoing account support, disability benefit guidance, and all critical elements that ensure clients and families remain informed at every step of the process. From the inception of these trusts to their administration, comprehensive support is paramount.

Flexibility in Contributions

In terms of financial management, there are no asset limits on special needs trusts; families can contribute any amount at any time, ensuring they retain the flexibility needed to support their loved ones. This financial strategy does not interfere with disability benefits, often valued highly in terms of annual income.

About Visible National Trust

Founded in 2021, Visible National Trust was initiated by Visible Foundation, a nonprofit organization committed to offering modern, cost-effective solutions to families navigating the complexities of special needs trust management. As a trusted resource, they aim to mirror the accessibility and reliability of other financial products families use, ensuring a seamless integration into their overall financial planning.

Interested individuals can visit Visible National Trust’s official website for more information or to schedule an appointment. Taking the next steps for families supporting loved ones with disabilities has never been easier, with resources right at their fingertips.

Frequently Asked Questions

What is the main service of Visible National Trust?

Visible National Trust specializes in establishing and managing special needs trusts for families caring for individuals with disabilities.

Who can benefit from these services?

Families managing the care of those with disabilities, financial advisors, money managers, and broker-dealers can all benefit from these services.

How does the special needs trust work with other financial benefits?

Funds in special needs trusts do not interfere with disability benefits, allowing families to maximize support without losing necessary resources.

Are there limits on contributions to these trusts?

There are no asset limits on special needs trusts, meaning contributions can be made anytime in any amount.

When was Visible National Trust established?

Visible National Trust was launched in 2021 by the Visible Foundation.

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