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San Francisco Autism Society Presentation 2022

Special Needs Planning: Fiduciaries And Financial Planning

Special Needs Planning: Fiduciaries And Financial Planning

Open Advisors Partner Jon Elfin discusses Special Needs Financial Planning at the 2022 San Francisco Autism Society Conference. Find the full recording at the link below.



Jon Elfin, CA Insurance License #0D77414,  is a registered representative of Lincoln Financial Advisors Corp.
Securities offered through Lincoln Financial Advisors Corp. (member SIPC), a broker/dealer.  Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc., and other fine companies.  Open Advisors is not an affiliate of Lincoln Financial Advisors Corp.  CRN4952685-091522
Lincoln Financial Advisors does not provide special needs planning.
Lincoln Financial Advisors Corp and its representatives do not provide legal or tax advice.  You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances. 

With respect to the sample insurance illustration reviewed in this presentation, PruLife® SUL Protector is issued by Pruco Life Insurance Company, 213 Washington Street, Newark, NJ 07102-2992, a Prudential Financial company solely responsible for its own financial condition and contractual obligations. All guarantees are based on the claims paying ability of the insurer.

PruLife® SUL Protector is issued on policy form ORD 96200SURV , with optional rider form ORD 115220, and state variations 

All guarantees and benefits of the insurance policy are subject to the claims-paying ability of the issuing insurance company. They are not backed by the broker-dealer and/or insurance agency selling the policy, or any affiliates of those entities other than the issuing company affiliates, and none makes any representations or guarantees regarding the claims-paying ability of the issuer. 

Products, riders and features are subject to state availability. Limitations and exclusions may apply. Check state availability.