20663372442 feeff1a25c k e1441906617319 What Widows Need

What Widows Need

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Ronald Blue &  Co. commissioned Women Doing Well to do a research study on how to enrich widows’ relationships with her financial advisor. What a helpful and important topic! Did you know that just last year nearly 10% of American women became widows–9.3% or more than 1 million. And the more engaged the woman is in her financial health before her husband’s death, the less stress she will experience afterward, lessening an already fraught time.

The 7 Key Findings of the research include: 

  • She wants to be understood
  • She wants to understand
  • She values trusted relationships and wants to know she’s not alone
  • She wants complex decisions and processes simplified
  • She highly regards holistic service
  • She needs unique attention and service “in the fog” of grief
  • She wants her advisor to recognize and adjust as she turns to a new life

Please pass this great data on to anyone you know who may benefit from it (advisors, counselors, pastors, parents, friends).

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About the Author

Judy Lewis

Judy Nelson Lewis is a strategic and creative thinker who has worked with Campus Crusade for Christ (now Cru) for 25 years. Her primary work was in publishing and communications for the ministry, specifically as editor in chief of Worldwide Challenge magazine. She was also a special assistant to both Cru presidents in strategic, global communications. Today, she works in communication and donor development for Cru global. Judy lives in Atlanta with her husband Bob and loves to bike and read (not at the same time). Her purpose statement is “embracing significance.”

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