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Financial Services for the World’s Largest Minority - Visible National Trust
Financial Services for the World’s Largest Minority - Visible National Trust.
Visible National Trust is the first national, universally accessible disability financial planning and wealth management solution for special needs families.
For families, Visible National Trust is a leap forward in disability financial services, providing intergenerational stewardship of funds while safeguarding access to important benefits, and including the services of global and national financial institutions trusted by millions of people.
BlackRock provides ETF model portfolios to the Trust and Huntington National Bank is the Trust’s custodian and sub-accountant. Visible’s complete solution includes all trust services, investment, custody, accounting and tax services, payments, and continuous access to account information. Visible’s asset-based fees are lower than prevailing fees for alternative services and include many benefits not available elsewhere.
For financial advisors, Visible National Trust is a complete packaged solution for disability financial planning integral to implementing comprehensive wealth management and retirement plans for families that include a loved one with a disability. Visible seamlessly connects families and financial advisors.
FMDT Pooled Trust interview: https://spotifyanchor-web.app.link/e/sIlTDdkjBFb
Intro to Special Needs Trusts: https://spotifyanchor-web.app.link/e/7OYmDE3jBFb
Estate Planning, Beyond the Basics: https://spotifyanchor-web.app.link/e/zTvINqikBFb
Connect to learn more:
Website: https://visiblenationaltrust.com/
Email: [email protected]
Phone: 800-760-4234
Transcript: https://docs.google.com/document/d/15hjvYTbbAfsHAJKWJJLni0gBTMf6GYLN/edit?usp=sharing&ouid=117716030289987185197&rtpof=true&sd=true
As an Amazon Associate, I earn commissions from qualifying purchases.
For more information about True North Disability Planning you can find us here:
Web: https://truenorthdisabilityplanning.com/
Waypoints - https://waypoints.substack.com/
Facebook: @TrueNorthDisabilityPlanning
X (Twitter): @NeedsNavigator
View all episodes
By ABCs of Disability Planning
5
99 ratings
Financial Services for the World’s Largest Minority - Visible National Trust.
Visible National Trust is the first national, universally accessible disability financial planning and wealth management solution for special needs families.
For families, Visible National Trust is a leap forward in disability financial services, providing intergenerational stewardship of funds while safeguarding access to important benefits, and including the services of global and national financial institutions trusted by millions of people.
BlackRock provides ETF model portfolios to the Trust and Huntington National Bank is the Trust’s custodian and sub-accountant. Visible’s complete solution includes all trust services, investment, custody, accounting and tax services, payments, and continuous access to account information. Visible’s asset-based fees are lower than prevailing fees for alternative services and include many benefits not available elsewhere.
For financial advisors, Visible National Trust is a complete packaged solution for disability financial planning integral to implementing comprehensive wealth management and retirement plans for families that include a loved one with a disability. Visible seamlessly connects families and financial advisors.
FMDT Pooled Trust interview: https://spotifyanchor-web.app.link/e/sIlTDdkjBFb
Intro to Special Needs Trusts: https://spotifyanchor-web.app.link/e/7OYmDE3jBFb
Estate Planning, Beyond the Basics: https://spotifyanchor-web.app.link/e/zTvINqikBFb
Connect to learn more:
Website: https://visiblenationaltrust.com/
Email: [email protected]
Phone: 800-760-4234
Transcript: https://docs.google.com/document/d/15hjvYTbbAfsHAJKWJJLni0gBTMf6GYLN/edit?usp=sharing&ouid=117716030289987185197&rtpof=true&sd=true
As an Amazon Associate, I earn commissions from qualifying purchases.
For more information about True North Disability Planning you can find us here:
Web: https://truenorthdisabilityplanning.com/
Waypoints - https://waypoints.substack.com/
Facebook: @TrueNorthDisabilityPlanning
X (Twitter): @NeedsNavigator