Description
As advisors, some of the most challenging moments are helping our clients navigate the loss of a loved one. While we do not know when our day will come, there are steps we can take to prepare ourselves and our loved ones for the future. If we have time, how should we prepare. When a loved one passes, how do we help their families navigate those first days. What resources are available to help your clients during this challenging time.
Learning Objectives
• Learning Objectives
o Understanding the client’s situation and challenges ahead
o Delivering the message to the client in times of emotional distress
o What resources are available to support our clients during these challenging times?