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Laura Mattia
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Jerilyn Klein
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Laura Mattia
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Jerilyn Klein
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Prepare Widows for Their ‘New Normal’ and New Relationships
Advisors often fail to ask widowed clients about new relationships and discuss potential remarriage and cohabitation. (By Laura Mattia)
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Jerilyn Klein
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Walk a Widow Through Major Financial Decisions
Even if she's investment savvy she may not understand all the nuances of revamping her finances as a single person. (By Laura Mattia)
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Jerilyn Klein
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A Grieving Widow’s Inaction Can Sabotage Her Financial Future
Encourage and help her with filing life insurance claims, making smart Social Security decisions, and sorting her assets into buckets.(By Laura Mattia)
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Jerilyn Klein
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Be a Grieving Widow’s Gatekeeper and Navigator
Creating a screen and a multi-stage roadmap can help protect her from bad decisions and bad actors. (By Laura Mattia)
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Jerilyn Klein
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His Prognosis was Fatal but His Widow Became a Client for Life
Here are the most important steps that you need to take to ensure you build a long-lasting relationship. (by Laura Mattia)
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