Busy professionals with aging parents are in your client base.
Stacey Golden-Lisnock
Helping financial services professionals bring added value that results in client loyalty for generations to come.
Your clients see you as a resource because of the professional relationship you’ve earned over the years.
Your clients with aging parents need your help!
Aging parents often put off making their end-of-life wishes known because they don't know what it entails, and many are fearful to give up control of their situation and things.
By helping your client become aware of the importance of being prepared, you can calm some of their aging parent’s fears and help them to avoid expensive and time-consuming processes on the back end.
Not only that but helping your clients with aging parents to recognize their situation is paramount to offering additional services to safeguard their (future) inheritance.
Most seniors are not having the conversation about THEIR wishes on end-of-life care or getting their important documents up to date and in order.??
This fact weighs heavy on the children who will not know where things are or how to access them when needed.?
Let's talk and see if together we can help your clients to navigate their aging parents’ needs in the most efficient way possible.
Set a time to talk over zoom. tinyurl.com/linkedin-sgl-calendar
Radiology Receptionist/Scheduler/Cashier at Kaiser Permanente | San Jose
3 年So true! My mother just had this conversation with her parents (who are 95 and 91) and yet at 65, I have never had this conversation with her. It's going to have to be put on my to-do list!