Empowering Widows
A spouse's death is an overwhelming experience, and the sudden influx of life insurance proceeds can add to the confusion. In this article, I draw from my personal journey and professional expertise to provide a compassionate roadmap for widows facing this challenge.
I emphasize the importance of pausing before making major financial decisions, allowing time to grieve and gain clarity. By assessing immediate needs and setting clear goals, widows can avoid common pitfalls and make choices that align with their long-term well-being.
This guide is designed to empower widows with the confidence to manage their finances thoughtfully, turning a daunting situation into an opportunity for healing and growth.
More Resources
Empowering Widows
What Empowering Widows Really Requires
How to guide grieving clients through this personal and financial transition with compassion and care
This article offers financial advisors compassionate, practical strategies for supporting recently widowed clients—emphasizing why doing so is not only empathetic but also a smart business move. It guides advisors through tailored listening, staged planning, and emotional sensitivity to build deep trust, drive loyalty, and cultivate meaningful long-term relationships.
Empowering Widows
Impactful Empathy
What to Say and How to Say It to Your Grieving Widowed Client
If you’ve ever struggled to know the right words or gestures when working with a grieving widow, this guide is for you. In Impactful Empathy, I share compassionate, real-world ways to support your widowed clients with confidence and care—right when they need it most. Say the right thing, at the right time—with empathy that matters.
