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MassMutual financial professional.

Ellyn Novak Hefneremail

Bluecrest Financial Alliances - Oklahoma

1300 N. Walker Suite 200
Oklahoma City, OK 73103

  • Professional Story

    My mission is to help families plan for the future of their dependents with special needs by providing education and possible financial solutions, which can help maintain a lifetime of quality care. As a Special Care Planner, I help families:

    • Gain a greater understanding of government benefits
    • Understand some of the techniques available to help preserve government benefit eligibility for SSI and Medicaid
    • Understand financial issues in special needs planning, including funding special needs trusts
    • Understand the benefits of a Letter of Intent
    • Learn about the role of a guardian and conservator with respect to their special needs dependent
    • Determine how much money is needed to fund a lifetime of quality care

  • Languages:
    • English

  • Credentials:
    • ChSNC™

  • Specialties:
    • Insurance Strategies

See Ellyn’s Licenses and Disclosures

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