How We Help Clients During a Crisis

Losing a spouse is an incredibly difficult event that can leave one feeling lost and overwhelmed emotionally and financially. In today’s episode, Lee is going to take us behind the scenes and share the stories of two clients who faced the sudden loss of their husbands. He’ll offer insight into how each of them coped differently with their loss, and how the J.L. Perkins team helped them navigate this difficult transition.

Listen in as Lee shares why it is so critical to have a plan in place and a financial advisor in your corner in the wake of tragic circumstances. He also stresses the importance of couples being actively engaged in their finances with a clear understanding of their financial situation. While this is not a scenario anyone wants to face or think about, sharing these stories can help you prepare should you or someone you know ever find themselves in a similar situation.

 

Here are the questions we answer in today’s show:

• The stories of two women who lost their spouses + how they handled loss differently
• How being prepared, or lack thereof, affects widows and widowers
• Having a financial professional in your corner after loss
• Why it's crucial for both spouses to be involved in financial matters

 

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