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How many of your customers are married women? Do you know what to do when one of those customers tells you she has lost the love of her life? You are a professional who deals with real people and real relationships. Over the course of your career, you will likely work with numerous customers who are grieving the loss of a spouse or family member. Being prepared for that situation by knowing the right thing to say, making your customer feel comfortable, and offering invaluable advice can make you a trusted partner as she moves into the next stage of her life..
Protective offers material to help you guide your widowed customers. You’ll learn a specialized approach that considers the cognitive and emotional challenges experienced by widows, and find ways to apply it to your practice.
This comprehensive guide addresses various aspects of widowhood and how financial professionals can help women move forward on their own following the death of their spouse.
This guide addresses some of the most common questions when it comes to communicating with grieving customers, including what to say and write, how to handle the first meeting, funeral etiquette and continued care.
View this presentation to learn the fundamentals of working with widows.
This presentation is created for use with widows and friends, goes over the impact of stress on the brain during deep grief, the three stages of widowhood, and helping widows avoid financial pitfalls.
This interactive brochure will help customers pinpoint their current stage of widowhood and makes helpful suggestions for working with a financial professional according to her stage of grief.