Corgenius

Traditionally, research says three key components are present for people who report that their lives have meaning:
  • Coherence - the feeling that life somehow fits together in a comprehensible way rather than being chaotic and random.
  • Purpose - the feeling that one’s life is driven by worthy goals or ac...
01.16.23 11:49 AM - Comment(s)

Every year I offer different suggestions for what you can write in holiday cards. Remember: this is not the “most wonderful time of the year” for some of your clients. Perhaps a person they love died in the past year (or in the year before – the second holiday season is often just as emotional.) Per...
11.18.22 11:30 AM - Comment(s)



Amazing progress continues to be made the quest to prevent, diagnose, and treat the devastating effects of Alzheimer’s disease. Especially as we mark World Alzheimer’s Day on September 21, one finding may be worthy of informing your clients, so they know you’re on top of recent developments.


First, s...

09.21.22 11:05 AM - Comment(s)


As the baby boomer generation ages, you may find yourself frequently dealing with sick, dying, or grieving clients, many of whom have worked with you for years or even decades. An advisor told me that one evening he felt empty and sad as he sat and looked at the picture of yet another cherished clie...

08.04.22 01:08 PM - Comment(s)



You’ve had it happen, perhaps repeatedly. A client’s parent, or one member of a client couple, starts the downward path into dementia. When that happens, you can take a load off the family’s shoulders by proactively providing trustworthy, data-driven evaluations of memory care facilities in their ar...

06.22.22 12:36 PM - Comment(s)



The COVID pandemic brought renewed focus to healthcare decision-making. Over the past two years, countless families and individuals had to make crucial, urgent decisions on medical care for their loved ones. The consequences of these decisions are enormous, and too many people found themselves unpre...

03.30.22 11:59 AM - Comment(s)


With aging clients and the impact of COVID, you’ve likely seen increased numbers of deaths among your clients and families. It’s important to know what your grieving clients are experiencing, and we can look to a survey of 8000 grieving people to better understand:

On a scale of 1-10, almost two-thir...
02.21.22 07:53 PM - Comment(s)



Valentine’s Day is rapidly approaching. For coupled clients, it’s a reminder to show appreciation to the one they most love. But what if your client is single, was divorced recently, or had a spouse die? For them, this partner-centric day is often deeply painful. Many want to hide from ads of doe-ey...
01.12.22 02:34 PM - Comment(s)


Each fall our newsletter teaches helpful texts to write in holiday cards. Last year was particularly fraught due to the many layers of grief in the COVID pandemic. In 2021, we are still dealing with COVID, plus all kinds of other grief, so what do you write to the many clients who were touched by de...
10.28.21 03:08 PM - Comment(s)

Your clients come to you for more than financial and legal information, especially as they age. A significant area of concern is options for aging at home and for assisted living. Today we offer a resource you may f...
10.28.21 02:58 PM - Comment(s)