moms reach - miami



SPOTLIGHT!

***Founder's note:  Every few weeks, I'm going to spotlight programs that are available in our community for our kids.  (Remember, not every program is for every child.)
Moms Reach never EVER receives payment or in-kind services from these businesses.


 
                                                   
S. Scott Lain
Special Needs Planner
Financial Representative
9150 S Dadeland Blvd. Penthouse II, Miami, FL 33156
Phone: 305-929-5335
Fax: 305-929-5397
Email: slain@miami.nef.com
www.miamiagency.neffirm.com

 BUSINESS PHILOSOPHY
The MetLife Center for Special Needs PlanningSM, formerly MetDESK®, was created to serve families that have dependents of all ages with disabilities. MetLife is one of the leading company’s with an organization dedicated to the unique circumstances and requirements of individuals with special needs. MetLife Special Needs Planners provide educational workshops to address critical areas of concern for a dependent with special needs such as:

  • Government benefit eligibility for SSI and Medicaid.
  • A review of guardian, conservatorship, and client self-determination and advocacy issues.
  • Determining appropriate funding vehicles, such as life insurance, to help assure not only lifetime care, but quality of life.
PRODUCTS AND SERVICES
• Provides advice on Special Needs Trusts, government benefit programs and lifetime financial planning for special needs children and adults

• A referral source for legal professionals who specialize in Special Needs Trusts, wills and guardianships.

• A reference source for Non-Profit Organizations that can assist with specific special needs information and support

• Provides funding options for the Special Needs Trust in the form of Survivorship Universal Life Insurance, Whole Life Insurance, Term Insurance as well as Variable, Fixed and Immediate Annuities, Managed Investment Accounts, Mutual Funds, Stocks and Bonds

 QUALIFICATIONS
• 15 years of Financial Services experience

• Investment Adviser Representative of New England Securities Corp

• Licensed Insurance Agent

PERSONAL
• Scott is the father of a special needs son


ORGANIZATIONS
• Scott works with and volunteers for many local non-profit organizations as well as schools that specialize in the education of special needs children

New England Financial is a registered mark of New England Life Insurance Company (NELICO), Boston, MA 02110. Securities products and investment advisory services offered through New England Securities Corp. (NES)(member FINRA/SIPC), a registered investment adviser. NELICO & NES are affiliated.
[L0810125925[exp0812][FL]


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