Money & Mourning: A Guide to Financial Independence After Loss
As a financial advisor, you’re there to help people, many times when they’re at their most vulnerable. And losing a spouse or partner is often a time when people need help the most - especially with their money.
Money & Mourning is an engaging and sensitive guide to help your potential clients through this transition. In this eBook, your audience will learn…
How to accept a new reality and conversations they can have with their kids that can help them accept it, too.
Tips on creating a spending plan with a new budget.
The importance of strengthening their safety net and information about hitting long-term money goals.
Why they need to update their will and beneficiaries.
…and other actionable concepts that will get them moving in the right direction.
Meet Isabel
Isabel’s husband Jerry passed away after a short illness. Isabel now has two distraught teenagers to get over the line to adulthood on her own.
She didn’t really pay attention to the retirement investments or engage much with their financial planner. Her job was to keep the checkbook balanced and make sure they were living within their means. Jerry decided how much to save and which investments to use.
Now Isabel worries about how she will afford to send the kids to college, support herself in retirement, take care of the house on her own, and keep her career going. The financial stress is compounding her emotional grief. Will she ever sleep through the night again?
Each package includes:
1 Downloadable eBook
2 Social Posts
6 Drip Emails
Everything you need to get this eBook up on your website!
Please note: Advisor Script eBooks and materials have been approved by several broker-dealers. However, should your broker-dealer require a change to an eBook, please email us at info@advisorscript.com.
As a financial advisor, you’re there to help people, many times when they’re at their most vulnerable. And losing a spouse or partner is often a time when people need help the most - especially with their money.
Money & Mourning is an engaging and sensitive guide to help your potential clients through this transition. In this eBook, your audience will learn…
How to accept a new reality and conversations they can have with their kids that can help them accept it, too.
Tips on creating a spending plan with a new budget.
The importance of strengthening their safety net and information about hitting long-term money goals.
Why they need to update their will and beneficiaries.
…and other actionable concepts that will get them moving in the right direction.
Meet Isabel
Isabel’s husband Jerry passed away after a short illness. Isabel now has two distraught teenagers to get over the line to adulthood on her own.
She didn’t really pay attention to the retirement investments or engage much with their financial planner. Her job was to keep the checkbook balanced and make sure they were living within their means. Jerry decided how much to save and which investments to use.
Now Isabel worries about how she will afford to send the kids to college, support herself in retirement, take care of the house on her own, and keep her career going. The financial stress is compounding her emotional grief. Will she ever sleep through the night again?
Each package includes:
1 Downloadable eBook
2 Social Posts
6 Drip Emails
Everything you need to get this eBook up on your website!
Please note: Advisor Script eBooks and materials have been approved by several broker-dealers. However, should your broker-dealer require a change to an eBook, please email us at info@advisorscript.com.
As a financial advisor, you’re there to help people, many times when they’re at their most vulnerable. And losing a spouse or partner is often a time when people need help the most - especially with their money.
Money & Mourning is an engaging and sensitive guide to help your potential clients through this transition. In this eBook, your audience will learn…
How to accept a new reality and conversations they can have with their kids that can help them accept it, too.
Tips on creating a spending plan with a new budget.
The importance of strengthening their safety net and information about hitting long-term money goals.
Why they need to update their will and beneficiaries.
…and other actionable concepts that will get them moving in the right direction.
Meet Isabel
Isabel’s husband Jerry passed away after a short illness. Isabel now has two distraught teenagers to get over the line to adulthood on her own.
She didn’t really pay attention to the retirement investments or engage much with their financial planner. Her job was to keep the checkbook balanced and make sure they were living within their means. Jerry decided how much to save and which investments to use.
Now Isabel worries about how she will afford to send the kids to college, support herself in retirement, take care of the house on her own, and keep her career going. The financial stress is compounding her emotional grief. Will she ever sleep through the night again?
Each package includes:
1 Downloadable eBook
2 Social Posts
6 Drip Emails
Everything you need to get this eBook up on your website!
Please note: Advisor Script eBooks and materials have been approved by several broker-dealers. However, should your broker-dealer require a change to an eBook, please email us at info@advisorscript.com.
