2022 Trust Forum Presentations

Internal Use Only

Financial professionals: We can help add value for your business

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

Internal Use Only

Financial professionals: We can help add value for your business

“

Although there is not a one-size-fits-all answer, Voya Financial, through its Voya Cares ® program, is addressing the need for a more exacting procedure through a proprietary process that estimates the amount of funding needed for disability and special needs planning. This paper will explore a number of variables to consider to help all parties build an individualized and customized plan.

”

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