{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"255. Life Insurance Claims After Loss: Delays, Denials, and How to Prepare","description":"On this episode of CFO at Home, Vince\u2019s 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\u2019s Parkinson\u2019s 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: 1:00 Welcome and Focus 01:42 Grandparents Spark a Calling 03:29 Learning Estate Planning Up Close 05:53 Lawyer and Advisor Teamwork 09:13 Should Your Pros Connect 11:09 No Plan After Death 14:13 Personal Life Insurance Stories 16:12 Why Claims Get Denied 18:02 Contestability Period Explained 22:43 Other Common Claim Pitfalls 26:36 What to Do When Denied 30:05 Proactive Policy Checkups 34:07 LifeClaim Services and Contact 35:58 Closing Thanks and Wrap Key Links: https:\/\/www.lifeclaim.com\/ Contact the Host - vince@thecfoathome.com Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here: https:\/\/www.podmatch.com\/hostdetailpreview\/1628643039567x840793309030672500   ","author_name":"CFO at Home","author_url":"https:\/\/www.thecfoathome.com","html":"