Financial Professional Membership Program

Protected Tomorrows has created a unique resource to help professionals manage business risks related to special needs while tapping into this growing market segment.

As an advisor, are you interested in:

  • Minimizing your business risk
  • Deepening your client relationships
  • Growing your business

A few facts:

  • Special needs can be defined as a physical or mental impairment that substantially limits one or more major life activities for an individual. This definition includes developmental, physical and cognitive disabilities as well as mental illness.
  • 20% of the population has a special need of some sort.
  • Families with members who have special needs require very specific handling in terms of products, services, advice and planning.
  • Most professionals are taking on business risks related to special needs that they are not prepared to handle. Additionally, most of the time they are not even aware that they are putting their own business at risk.
  • These special needs business risks can be readily managed with the right approach and sufficient knowledge.
  • The special needs market can be very valuable to professionals. Families with members who have special needs are seeking assistance and are willing to go to great lengths to help their loved ones. This fact represents a real opportunity for a professional to deepen their client relationships and grow their own business.
  • Protected Tomorrows Professional Member Program can help achieve the professional’s business goals in a cost-effective, convenient manner using a web-based approach.


Protected Tomorrows’ unique, web-based membership program:

  • Allows professionals like yourself to recognize special needs issues
  • Provides insights to talk confidently with these families and guide them to the right experts
  • Employs an efficient method for accessing these specialized services and approaches
  • Uses a rigorous, disciplined system that ensures special needs clients will return to you, the original professional, for all of their other requests in which you specialize
  • Creates a safe, compassionate atmosphere that ensures clients will be well-cared for
  • Enables you to create even deeper relationships with your clients
  • Maximizes your business opportunities while minimizing the risks related to special needs


Site features:

  • Web-based, value-priced membership program
  • No additional commissions or fees on your sales
  • Comprehensive tools, including a self-study Educational Series (2.5 hours CFP CE credits) to give you a foundation of knowledge in special needs opportunities, risks and solutions
  • Easy to access special needs experts and advice from other advisors