2022 Trust Forum Presentations

Internal Use Only

The special needs community is the largest minority group in the U.S.

1 in 4 Americans

— report having a disability 1

More than 1 in 5 Americans (21.3%) are caregivers, having to provide care to an adult or child with special needs. 2

Everyday until 2030, 10k baby boomers with turn 65, and 7 out of 10 people (over age 65) will require LTC in their lifetime. 6

30% of caregivers have taken a loan, hardship and/or early withdrawal from retirement accounts. 5

75% of individuals with disabilities have non-apparent disabilities. 3

Caregivers spend and average of 23.7 hours a week providing care 4

1 MMWR Morb Mortal Wkly Rep 2018;67:882–887. DOI: http://dx.doi.org/10.15585/mmwr.mm6732a3 (2018) 2 Caregiving in the U.S.: 2020 Report. AARP and National Alliance for Caregivers. May 2020 3 Best Practices: Self Identification, Disability:IN, 2019 4 Caregiving in the U.S. 2020, National Alliance for Caregiving (NAC) and AARP, conducted by Greenwald & Associates, May 2020.. 5 “For the Benefit of All: How Organizations Win When They Recognize and Support Caregivers and Employees with Disabilities”, Voya Financial, May 2019, voyacares.com/forthebenefitofall Results from a Voya Financial survey conducted September 24-25, 2020 on the Ipsos eNation omnibus online platform among 1,005 adults aged 18+ in the United States (Including 186 self-identified Caregivers). 6 Cost of Care Survey. Genworth, 2020. https://www.genworth.com/aging-and-you/finances/cost-of-care.html

3 For financial professional use only. Not for inspection by, distribution or quotation to, the general public.

Internal Use Only

There are different types of disabilities

Congenital disorder ƒ Down syndrome ƒ Autism ƒ Cerebral Palsy

Debilitating disease ƒ Multiple sclerosis ƒ Muscular dystrophy ƒ Mental health

Catastrophic event ƒ Stroke/Heart attack ƒ Accident ƒ Service related

Aging population ƒ Alzheimer's ƒ Parkinson's disease ƒ Mobility

ƒ Family & friends ƒ Full or part-time ƒ Emotional and financial support

Increased life expectancy of those giving and receiving care can extend caregiving needs

Caregivers

4 For financial professional use only. Not for inspection by, distribution or quotation to, the general public.