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How to Help Female Clients Prepare for Loss of Spouse

Advisors should ensure that female clients can find financial planning documents, such as life insurance policies in the event that they outlive their husbands. That is one of several steps that advisors should to make sure that female clients are prepared to become widows. So report The New York Times.

Advisors should also conduct frank discussions with women clients to explore how they will replace the income of
their husbands upon becoming widowed.

Read the full article from The New York Times.

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