LOMAH

#110 - Insurance as a Special Needs Financial Planning Tool

#110 - Insurance as a Special Needs Financial Planning Tool

Services and supports for adults with disabilities can be expensive so it makes sense to get creative. Using insurance policies as a financial planning tool is an example of the creative use of resources. Our guest gives us the lowdown on the various types of insurance available and how they can be leveraged to maximize assets, especially when a family member has special needs. About the Guest: Anthony Trias, CFP, RICP As a CERTIFIED FINANCIAL PLANNER™ professional, Anthony Trias uses his passion for helping others along with financial expertise to provide a personalized approach toward life planning. He has over 10 years in the industry, engaging clients in all levels of financial knowledge, empowering them to make smart, educated decisions. Anthony focuses on retirement planning, investment management, tax and insurance strategies for mid-to-high net worth families and business owners. He is a San Francisco Bay Area native, residing in Marin County. In his free time, he enjoys local adventures with his wife and two young kids. Anthony’s personal hobbies include keeping up with fitness goals, watching UFC and driving in muscle or exotic cars.   Disclosure: This general communication is provided for information purposes only.  It is educational in nature and not designed to be a recommendation for any specific product, strategy, plan feature or other purposes.   This show is the 10th of 12 episodes in a series focusing on Special Needs Financial Planning from Season 4 *Find Kim on Instagram as Journey2Lomah

Duration: 43 min

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