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In this episode, we ask:

• What is even better than a five-star review on this podcast?
• Who do you know who needs to hear this?
• Would you like a FREE book? Email us at hello@nyafinancialpodcast.com
• What about the mourning and sadness?
• What about best practices for leaving an inheritance?
• Who is Andrew Young?
• Why should you keep your beneficiaries up-to-date?
• What about the deceased’s wishes?
• What happened when Andrew’s dad died?
• What happens when families do the wrong thing?
• Should we tell our beneficiaries that they are getting money?
• What does Andrew recommend?
• What about adult children?
• What about an annual meeting?
• What about reviewing the beneficiaries annually?
• What about an example?
• Why is it so important to work with an advisor?
• What could have happened if…?
• How did Andrew’s client dodge a massive mistake?
• Which is smaller, the cash value or the death benefit?
• What about covering nursing care?
• What about a story?
• What is the very nature of life insurance?
• What about dementia?
• What is the advantage of very mature policies?
• How fast did the family receive the death benefit upon his death?
• What is the typical rough timeline for death benefit payments?
• How were the generations changed?
• What about another story?
• What about getting everything in place?
• How did Andrew become an honorable member of the family?
• What can we do to receive well?
• What can we do to give well?
• Do you have a place for your usernames and passwords?
• Are the survivors able to access your accounts, documents and other details?
• What about the medical directive?
• What about a patient advocate?
• What about getting legal documents set up?
• Does everybody have a will?
• How might we set our family up to succeed?
• What about a poem?
• Aren’t you thankful for Andrew?