NAIFA Rhode Island

NAIFA-LIVE: HOLIDAY CARDS AND COMMUNICATIONS WITH GRIEVING CLIENTS

  • Wednesday, November 10, 2021
  • 2:00 PM
  • WEBINAR

HOLIDAY CARDS AND COMMUNICATIONS WITH GRIEVING CLIENTS
Wednesday, November 10, 2021: 2 PM eastern


This session is for insurance and financial advisors who want to learn how to build strong, loyal relationships with clients and their families by supporting them through the difficult times of their lives in ways that make a difference.

Financial professionals often send the same holiday card to all their clients, wishing them Happy Holidays. But what about those clients for whom the holidays are not so bright? What if they’ve had a death in the family in the past year, or someone they love is currently in the hospital or in hospice? You will alienate those clients if you fail to acknowledge the reality of their lives.

Discover the unique aspects of holiday time that make it so difficult. Gain skills for communicating when clients are grieving a past or impending loss. Learn how to reach out on the phone, in person, and in your holiday cards in ways that offer true comfort and understanding. Be equipped to do the right thing to do for your clients and their families. They will never forget it.

Key Takeaways:

  • Three reasons the holidays are uniquely difficult for grieving people
  • What advisors risk if they fail to mention the death or illness, or if they send the same holiday card to everyone, regardless of what they’ve been through during the year
  • Some language to avoid with grieving clients
  • Several text suggestions to write in holiday cards to grieving clients, or to use in conversation on the phone or in person


Contact Us

National Association of Insurance and Financial Advisors of Rhode Island

2400 Post Road
Warwick, RI 02886

Phone: 401-739-2977

Email: hello@naifari.org

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