Not all life insurance is the same. Term life insurance and Permanent life insurance vary significantly in cost and in terms of how they are structured. Watch the above video to learn which type is appropriate for funding a Special Needs Trust and which variety may derail your plans for leaving financial support for your loved one with special needs.

While Oak Wealth Advisors does not sell any life insurance, we do help clients avoid overpaying for life insurance and implementing policies that do not meet their needs. Feel free to reach out to us if you have questions about your life insurance coverage or any of your special needs financial planning.


(Click HERE to view written transcript of Mistake #9 video)