On this episode of CFO at Home, Vince’s guest is attorney Stephanie Prestridge of Life Claim, who helps families when life insurance benefits are delayed, denied, or disputed after a death. Stephanie shares how seeing her typically strong grandmother get overwhelmed by legal matters after her grandfather’s Parkinson’s diagnosis shaped her shift into estate-related work with an emphasis on a client-centered approach. Vince and Stephanie then discuss the importance of estate and financial planning working together, with direct communication between attorneys and financial advisors. They also discuss what happens when someone dies without clear documentation, and some of the reasons life insurance claims get held up. Their conversation wraps up with Stephanie discussing the importance of reviewing policies with a financial advisor and, most importantly, telling someone the policy exists. For more on Stephanie and Life Claim, go to lifeclaim.com, call 888-615-3270, or email stephanie.prestridge@lifeclaim.com
Key Topics:
0:00 Welcome and Focus
00:42 Grandparents Spark a Calling
02:29 Learning Estate Planning Up Close
04:53 Lawyer and Advisor Teamwork
08:13 Should Your Pros Connect
10:09 No Plan After Death
13:13 Personal Life Insurance Stories
15:12 Why Claims Get Denied
17:02 Contestability Period Explained
21:43 Other Common Claim Pitfalls
25:36 What to Do When Denied
29:05 Proactive Policy Checkups
33:07 LifeClaim Services and Contact
34:58 Closing Thanks and Wrap
Key Links:
https://www.lifeclaim.com/
Contact the Host - vince@thecfoathome.com
