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Consulting Services for Professionals
Attorneys – Financial Advisors – Insurance Agents
Accountants – Case Workers – Teachers
Comprehensive Special Needs Planning requires specific expertise on Lifestyle, Legal, Financial Needs and Government Benefit issues. At NCLP we can assist you and your client in addressing and resolving these issues. There are over 78, 000,000 families in the US who have a loved one with a disability. Of that number, 64% are between the ages of five and sixty-four. The alarming fact is that fewer than ten percent have done any planning. The need for qualified professionals, who can assist, has never been more critical. NCLP’s training, products and services will help you establish yourself as an expert in all aspects of planning for this very special community. You may also choose to use our consulting services without registering for the course.
Our products and services were created for professionals providing services to families and persons with special needs.
With over ten years experience, NCLP is the only non-profit organization in the United States that offers training, information and consulting services in all aspects of Special Needs Planning through our courses, conference speaking, seminars, private planning, and group planning workshops.
Upon earning your ChLAP designation or contracting for consulting services, you will have the products and services of NCLP available to you. There are many benefits that you will realize from this association including up-to-date information, priority enrollment and special rates on products. SrChLAP and ChLAP planners will also receive referrals to families in their area, their name listed on our website as a resource, and early notification and scholarships for our Advanced Training Programs.
How NCLP Can Assist
We offer a variety of options for professionals to choose the type of relationship and assistance they require.
How does a Strategic Alliance of Professional Planners work?
Professionals Advisors learn to identify client needs in the area of planning. The originating advisor includes the appropriate advisors in other areas. All advisors are involved in the process as much as they chose to be. We review all presentations with the advisory team prior to meeting with the client. We encourage the professional advisors to participate in all discussions and presentations with the client.
How does the Advisory Team receive compensation?
Attorneys will generate income from their legal fees. Financial advisors and insurance agents will generate income from recommending and selling the products they do in traditional planning.The National Center on Life Planning receives fees from our consultations, special needs planning and government benefit coordination.
Special Needs Planning is not just a process for Mom and Dad. Well intentioned family members such as grandparents, could jeopardize a well-done special needs plan if their own planning is not done properly. You, as the trusted family advisor, would be the best choice to work with your client and their extended families to ensure that all plans have been properly prepared. It only takes one person to negate a family plan.
Why should you work with The National Center on Life Planning?
At NCLP, we have the resources and expertise to assist you in expanding your existing client base. We are familiar with and are recognized for our expertise in many of the special needs communities. There is an overwhelming need for caring, ethical and knowledgeable professionals who understand the importance of planning and have the resources available to them in serving the 78,000,000 Americans with special needs.
How can you begin using our consulting services? Contact us by E-mail or call 888-881-8113.
Our pledge to you is that we respect your relationship with your client. Plan preparation, document drafting, and all other parts of the planning process are conducted in conjunction with the referring professional’s input and review. The role of the ChLAP planner is to complement the work of traditional professional advisors through our expertise and knowledge. |