All this extra stress could have been avoided with one small change... A few years back, I had a client pass away. After reviewing the beneficiaries, I informed the loved one that the beneficiary needed to call in. “Am not the beneficiary?” “Our family just assumed it was me.” With this, the family had to go searching through paperwork to find who the beneficiary was. This conversation is more common than you think. Don’t make your family go searching for important documents. Especially while they are grieving. It's SO important to tell your family who your beneficiaries are. Also, review and update them regularly to ensure they reflect your current wishes! We never know when our time will come. Having open conversations with your family can ease the stress. 📌 Do you remember the last time you looked at your beneficiaries? -------------------- Hi, I'm Jon Dannecker! For over 14 years, I've been helping families, businesses, and individuals plan for the financial future. My door is ALWAYS open, message or call me! #PersonalFinance #LinkedIn #Finances #FinancialPlanning

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With over 14 years of experience in the finance industry, I’m still learning something new every day. And I LOVE it! The difference between being a financial rep now vs 14 years ago is light and day. Here are a few changes that would BLOW my mind 14 years ago: 📌 Digital signing: You can just have your client sign for an application via email! (WHATTTT???) 📌 Zoom appointments: When clients move away, you can still do face-to-face appointments. No more phone calls! 📌 Frequent LinkedIn posting: When first starting out, never would have realized how GREAT LinkedIn is to network and prospect on. (Not connected?? Let's connect!!) It’s SO important to adapt within our industries. If not, you'll be left behind. Take Boston Store for example: It was the go-to store for clothing items for lots of families in the 80s-2000s However, as the industry adapted to fit the new market.. Boston Store didn't innovate with them... which was one of the reasons for their closeures. Being able to learn something new every day is a blessing that I cherish. (And sometimes hate LOL.. Computers can be difficult sometimes!) 📌 What change in your industry would BLOW your younger self?? ------------------- Hi, I'm Jon Dannecker! For over 14 years, I've been helping families, businesses, and individuals plan for the financial future. My door is ALWAYS open, message or call me! #Business #Sales #Finance #GrowthMindset #Learning