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Clients in this situation will need to gather a lot of paperwork, including at least eight certified copies of the spouse's death certificate for life insurance, among other reasons.

Clients can withdraw claims and re-apply at a future date, with some restrictions.

Industry leaders offer personal insights for better results.

L. Gary Boomer, CPA, CITP, CGMA, is the visionary and strategist at Boomer Consulting Inc., in Manhattan, Kansas.

Ron Teicher is founder and CEO of EverCompliant. He led EverCompliant from inception to serving some of the world’s largest financial intuitions.

Tamar Dolcourt is a bankruptcy and restructuring attorney with Foley & Lardner LLP. Ms. Dolcourt represents clients in all aspects of bankruptcy proceedings. She is a member of the firm’s Bankruptcy & Business Reorganizations and Labor & Employment Practices as well as the Energy Industry Team.

The president-elect's nominee will help decide the fate of the department's fiduciary rule.