Pooled Trust

Our Pooled Trust currently provides service to about 500 individuals in a Pooled Trust format. This allows us to manage assets for individuals with disabilities that may put them over particular income limits for social benefits. We would like to grow this service, but growth has been limited to the acquisition or merger opportunities. We believe we have hit a ceiling on growth in this manner. A Supplemental Needs Trust would allow us to continue to grow this Line of Service by offering a separate product.

Project Objective

To develop an initial target market profile and financial projection for a supplemental needs trust in the state of Minnesota.

Deliverables - Who is your target audience?

• Recommendation for outcomes and value proposition to explore
• Market size and population characteristics for recommended program
• Financial model for potential new market/service

Please answer these three deliverables by researching the state disability programs and statistic websites.