Finance Rules: EBW Financial News Radio

December16episode

Dave Beck's 3-Part Process for Planning Ahead to Care for a Child With Special Needs


If you have a child with special needs, planning ahead for his or her financial future—especially in terms of insurance—is complex.

The reason is that every situation presents itself with a different set of circumstances.

So on this episode of Finance Rules: Egan, Berger & Weiner’s monthly podcast show, insurance agent Dave Beck is here to share a three-part process parents can use to help make it easier to develop a strategy that will work for their family.

Hello and welcome Dave!

Ok, let’s get started —

  1. How do parents begin to prepare for a child with special needs?
  2. What are some of the legal considerations parents should consider when planning for a child with special needs?
  3. What are the major considerations of insurance planning the parents of a child with special needs?
  4. What are the major considerations that need to be taken into account in retirement planning for parents of children with special needs?

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