1. Jeanne Lowrey, ChSNC, CLU
Special Families, Special Needs
Creating Financial Security for a
Loved One with Special Needs
Jeanne Lowrey, ChSNC, CLU
11th Annual Oklahoma Transition Institute
October 2016

2. Jeanne A. Lowrey Chartered Special Needs Consultant (ChSNC) 2015
Financial Representative, 11 years
Chartered Life Underwriter (CLU) 2005
Taught SPECIAL EDUCATION 17 years
23 year old nephew who is on the autism spectrum
My mission is to positively impact my community,
educate people, inspire individuals and partner with
clients to take action to protect & invest in themselves
and those they care about for a successful
and secure financial future.

3. Chartered Special Needs Consultant (ChSNC) 2015
Jeanne A. Lowrey
Chartered Special Needs Consultant (ChSNC) 2015
Financial Advisor, 14 years (insurance, investments, ideas)
Fiduciary: Act solely in the best interests of the client; hold someone to a higher standard of loyalty and care than the standard to which most people are held.
Chartered Life Underwriter (CLU) 2005
Taught SPECIAL EDUCATION 17 years
Masters from University of Oklahoma (1987)
Bachelors from Oklahoma State Univ (1985)
My mission is to positively impact my community,
educate people, inspire individuals and partner with
clients to take action to protect & invest in themselves
and those they care about for a successful
and secure financial future.

4. This link will have the full seminar presentation
Special_Needs/