Episode 193 – The Costly Consequences of Blank Beneficiary Forms with Chris Price

Power Your Advice

English - November 30, 2023 18:44 - 16 minutes - 29.8 MB
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Previous Episode: Episode 192 – The Cornerstone of Communication and Holistic Planning with Mike Harris & Todd Zeidenberg

Next Episode: Episode 194 – Democratizing Access to Alternatives & Portfolio Management with Alan Strauss

Chris Price is the Assistant Vice President of Advanced Sales at Lincoln Financial Group, a firm that has been helping millions of people plan, protect, and retire for over a century. In this episode, Chris introduces and breaks down an overlooked aspect of financial planning, beneficiary designations: the strategy that influences virtually everything a client … Continue reading Episode 193 – The Costly Consequences of Blank Beneficiary Forms with Chris Price →