Dec 22, 2022
If you are an advisor from attorney to CPA to financial advisor,
you need to consider periodic or event-based beneficiary reviews
across your clients' portfolios. There are major benefits from
these reviews of beneficiaries and insurance policies that may
uncover other financial opportunities (for you and the client) and
huge potential pitfalls for your clients or their families.
Our guest is Elizabeth Kusmider, Director of Strategic Life
Marketing Initiatives at EMG Insurance Brokerage. She shares her
expertise on how and when incorrect beneficiary designations can
wreak havoc on clients' plans, and how you can help them avoid
these situations.
She gives us the top 6 life events that warrant a beneficiary
review:
Birth
Death
Marriage
Divorce
Inheritances
Job Changes
She delves into the finer points of each of these, and gives
specific issues that could arise with any of these life
changes.
Contact Elizabeth below or find her on LinkedIn at https://www.linkedin.com/in/elizabethkusmider/
http://www.emgbrokerage.com/
(713) 507-1015
ekusmider@emgbrokerage.com
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Contact John at john@strohmeyerlaw.com or via social. Visit https://www.strohmeyerlaw.com/houston-professional-advisors for more info about how John works with advisors like you.