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Bautis Financial

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Beneficiary Designation Mistakes

Life Insurance Claim Form

Episode 308 – How Families Fight Denied, Delayed & Disputed Life Insurance Claims With Stephanie Prestridge

September 11, 2026 by Bautis Financial

What happens when a life insurance company says no? For grieving families, understanding the claims process — and knowing when to seek help — can make a significant difference.

Read moreEpisode 308 – How Families Fight Denied, Delayed & Disputed Life Insurance Claims With Stephanie Prestridge
Estate Planning Paperwork on Mind

Episode 297 – The Hidden Estate Planning Trap: Why You Need an Annual Beneficiary Audit

June 17, 2026 by Bautis Financial

Your will may not control where your money goes when you die. In fact, a forgotten beneficiary form could override your estate plan entirely.

Read moreEpisode 297 – The Hidden Estate Planning Trap: Why You Need an Annual Beneficiary Audit

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Bautis Financial
8 Hillside Ave
Suite LL1,
Montclair, NJ 07042
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862-205-5800

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  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion

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