Ryan Brewer, Vice President of Business Development, Voya Investment Management met with Julie Cooling, Founder & CEO of RIA Channel to discuss the firm’s holistic planning capabilities, the importance of financial inclusion, and the Voya Cares program, which helps gather resources and support for special needs individuals, families and their caregivers.
Voya is committed to helping clients plan for all situations and maintain a great quality of life throughout retirement. This mission is clearly exemplified through the company’s focus on the special needs community. Voya is dedicated to being a positive force in the lives of not just individuals with special needs and disabilities, but also their family members, caregivers, and providers. Voya Cares is a resource that allows those within the special needs community to access educational resources, guidance when planning, and tailored solutions. Parents who have a child with special needs can use Voya Cares to concurrently prepare for their own financial future, while mapping out their child’s coming milestone. This gives them peace of mind at every stage of life as investors and people.
Additionally, Voya Cares has compiled available government benefits that individuals might want to incorporate into their investment strategies. Voya Cares helps investors name an individual with special needs as a beneficiary without restricting their government benefits. It also offers a comprehensive outline of the structure and options of a Special Needs Trust (SNT). Furthermore, it assists investors in creating a Letter of Intent to document their preferences and aspirations concerning their loved one’s educational, social, and financial wellbeing. Voya’s comprehensive platform for individuals with special needs and disabilities is just one example of their devotion to meeting all investors’ needs, regardless of their situations. This type of holistic planning only bolsters Voya’s robust investment management capabilities, ensuring each individual can prosper.
Founded in 1973, Voya Investment Management is the asset management business of Voya Financial. It has over 250 investment professionals who manage roughly $214B. The company offers multi-asset solutions and strategies for investing in fixed income, senior loans, equities, private equity, and real assets. Voya is committed to maintaining a client-centric focus to foster stable returns and a solution-oriented culture.
Ryan Brewer has been a valued member of the Voya family for close to 10 years and currently acts as the Vice President of Business Development. Prior to his time with Voya, Brewer served the dual role of Branch Manager and Financial Advisor for Rain Advisors. He holds the CFA designation and a Series 66 license.
To learn more, register for Voya’s Webcast: Financial Inclusion for Caregivers and Individuals with Special Needs or Disabilities.
The presentation will include:
- Special needs planning tactics that help deepen and retain relationships with clients or prospects, build your book of business and enhance your value proposition.
- Differentiating action steps you can begin using immediately, including ways to avoid common special needs planning pitfalls that may disqualify those with disabilities from certain benefits.
- Subject matter experts who provide unique and powerful perspectives on the disabilities community and the role of financial professionals.