NEWS: Daily AI use among financial advisors doubles, yet confidence gaps persist: Horsesmouth survey

4 More Areas Where New Widows Need Your Help

Mar 7, 2022 / By Debra Taylor, CPA/PFS, JD, CDFA
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In the emotional aftermath of losing a spouse, new widows need a proactive advisor who automatically reviews these four areas to position them for financial security in the next phase of their lives.

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