Capital First Develops Special Needs Trust Guide For Clients
People ask many questions about special needs trusts, which are designed to help people with disabilities or chronic illness receive income without hurting their eligibility for government benefits. Capital First Trust Company, a special needs trust administrator headquartered in Milwaukee, has developed a guide to assist clients in understanding how these trusts can protect them, in addition to answering frequently asked questions about distributions.
Capital First works with clients who receive personal injury settlements and inherited special needs trusts. If clients are eligible for needs-based government benefits, such as Medicaid and Supplemental Security Income (SSI), a special needs trust can help protect those benefits.
Access to the digital version of the guide is available in the “Brochures” section of the Capital First Trust website. A physical copy can be requested via email at [email protected]. Both the digital and hard copies of the guide are free of charge.
DPL Launches Advisor Ed Platform
DPL Financial Partners, headquartered in Louisville, Ky., has launched DPL University (DPLU), its new educational platform for registered investment advisors.
Designed to assist DPL members with the implementation of commission-free solutions, the platform offers both self-guided and curriculum-based learning paths for RIAs. Advisors will have access to exclusive, curated content from DPL’s most popular webinars and events, as well as insights from leading retirement academics.
With its adaptable design, DPLU gives advisors the freedom to choose their own learning path or to follow a prescribed set of courses for a particular topic of interest. Upon completion of a course, advisors take a short quiz to ensure they understand its content, and they are able to enroll in additional courses free of charge. Advisors are also eligible to earn CE credits for successful course completion.
For further information, visit the DPL website at www.dplfp.com/dpl-university.