In this episode of the Women In Business Podcast, Jaclyn Gladhill, Media Strategist, and Karen D. discuss beneficiary designations…and the problems that can ensue if clients neglect to update them. Karen talks about how she incorporates conversations about beneficiary designations into her annual review appointments, and about how being thorough helps her clients achieve peace of mind.

The Power of Beneficiary Designations

Gradient Women in Business is your go-to podcast for empowering and elevating women in the financial services world. We bring you candid conversations with women who are making their mark in finance. Discover actionable strategies for career advancement, learn how to navigate the unique challenges of the industry, and gain inspiration from the successes of your peers. Whether you&#039;re just starting your career or are a seasoned professional, Gradient Women in Business provides the insights and community you need to thrive.

Business

Gradient Women in Business is your go-to podcast for empowering and elevating women in the financial services world. We bring you candid conversations with women who are making their mark in finance. Discover actionable strategies for career advancement, learn how to navigate the unique challenges of the industry, and gain inspiration from the successes of your peers. Whether you're just starting your career or are a seasoned professional, Gradient Women in Business provides the insights and community you need to thrive.

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The Power of Beneficiary Designations

The Power of Beneficiary Designations