SpecialCare Quiz

Life Care Planning - Quiz

What does the future hold for your loved one with special needs?

"*" indicates required fields

Do you have a Letter of Intent? Is it updated?*

Do you have a complete understanding of Supplemental Security Income (SSI) or Social Security Disability Income (SSDI) government benefits?*

Have you begun setting aside money for your loved one with special needs?*

Are there any trusts/accounts established to preserve government benefits? Have provisions been made to fund these trusts/accounts with assets, or insurance, if applicable?*

Have you identified a guardian, conservator, or trustee for your loved one?*

Have you coordinated your special needs planning with other relatives/friends?*

What is your future vision for your loved one with special needs after you are no longer able to care for them? Where will they live? Will they make enough money through employment? Will they have enough medical coverage? What type of education or special training should be provided?*

What protection strategies do you have in place to help ensure continued care for the future of your loved one with special needs?*

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If you are not satisfied with all your answers, please feel free to contact MassMutual Special Care Planner, Karen L Starbowski, at 480.538.2950 for a confidential consultation.

SpecialCare is a program created by MassMutual that provides access to information, specialists and financial solutions to people with disabilities and their families. For more information about Massachusetts Mutual Life Insurance Company (MassMutual) and its SpecialCare program, please visit www.massmutual.com/specialcare.

The SpecialCare Planner title is used by MassMutual financial professionals who have received advanced training and information in estate and tax planning concepts, special needs trusts, government programs, and the emotional dynamics of working with people with disabilities and other special needs and their families.