End your search for Pooled Special Needs Trust in Chicago at Life's Plan, Inc. - PowerPoint PPT Presentation

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End your search for Pooled Special Needs Trust in Chicago at Life's Plan, Inc.

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This is a permanent, irrevocable, legal decision that you and/or the beneficiary are making when seeking the Life's Plan, Inc. staff to assist you in setting up your pooled trust account. Life's Plan, Inc. offers several options for meeting the supplemental service needs of people with disabilities and the elderly without jeopardizing state and federal entitlements. For more details, visit our website or contact us. – PowerPoint PPT presentation

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Title: End your search for Pooled Special Needs Trust in Chicago at Life's Plan, Inc.


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Once it has been determined that a 3rd party
pooled trust is the right option for a
beneficiary situation, you must know a few
key facts before proceeding.
3
This is a permanent, irrevocable, legal decision
that you and/or the beneficiary are making when
seeking the Lifes Plan Inc. staff to assist you
in setting up your pooled trust account.
4
To help the government fight the funding of
terrorism and money laundering activities, Federal
law requires all financial institutions to
obtain, verify and record information that
identifies each person who opens an account.
5
We are required by law to attempt to match the
information provided by you against lists issued
by various governmental agencies.
6
Contact Us! Life's Plan, Inc. Corporate
Offices 901 Warrenville Rd, Lisle, IL
60532 630-628-7189 lifesplaninc.org
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