What To Say When Clients Have Lost A Loved One

At some point, clients will experience a significant loss of a loved one and, during retirement, there is a high probability that the loved one will be their spouse. It's hard for any of us to know what to say? It is especially important for financial advisors learn how to address this situations because 80% of widows leave their financial advisor within a year of their spouse’s death because they do not feel their advisor has addressed their needs. Advisors not only lose two clients, but they also lose the assets they have helped to build and the retention of those assets when they transfer to the next generation.

Our "Loss Of A Loved One" topic, which includes our complimentary What Issues Should I Consider If My Spouse Passed Away checklist, can help navigate this conversation.

This checklist covers 29 of the most important planning issues to identify and consider for a client whose spouse has recently passed away.  It explores topics such as:

• Cash Flow Issues
• Estate Settlement Issues
• Insurance Issues
• Tax Issues
• Investment & Asset Issues
• And More

Download the guide and begin navigating those delicate client questions today.

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