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Video Resources


What Are The Changes To SSI In 2024? Thumbnail

What Are The Changes To SSI In 2024?

The new Social Security Commissioner, Martin O’Malley, is implementing significant changes within the Social Security Administration (SSA). In this month’s episode of "Ask an Advisor", we outline two of the biggest changes he has made to SSI in 2024 so far.

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Ask an Advisor: How Should I Start The Survivor Plan?  Thumbnail

Ask an Advisor: How Should I Start The Survivor Plan?

The most important thing about creating a survivor or care plan is ensuring it is comprehensive, practical and communicated. It should be easy for someone unfamiliar with the specific needs of your child to understand and implement. This means being thorough yet clear, regularly updating the plan, and ensuring that all aspects are covered to ensure the safety and protection of your loved ones.

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Ask an Advisor: Do I need life insurance?  Thumbnail

Ask an Advisor: Do I need life insurance?

We're thrilled to unveil our new newsletter series, "Ask an Advisor," designed specifically for the incredible community of special needs families. Spearheaded by Rhett Beal, a dedicated chartered special needs consultant with a wealth of expertise, this series aims to provide clarity on a range of critical topics.

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