Top four questions that arise upon the death of a client’s parent

When a client is dealing with the death of a parent, a number of financial and emotional issues arise. You can play a significant role helping the client through this difficult experience.

Investment Executive, by Wendy Cuthbert
November 2010

“It’s important to touch the client emotionally and recognize that they’ve gone through a significant loss”

Full text: Top four questions that arise upon the death of a client’s parent