Corgenius

Blog by Amy



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)


In 2017, 36% of advisors reported having a client or a client’s family member struggling with drug addiction. And the numbers are undoubtedly higher now, as the U.S. government just reported that overdose deaths last year soared to a record 93,000. That’s an increase of almost 30% over the previous ...
10.28.21 02:55 PM - Comment(s)


In recent blog posts, you learned about relationship loss and intra-psychic loss. Now we turn to another type of grief-inducing change...
10.28.21 02:48 PM - Comment(s)



My last blog post focused on the pervasive relationship losses your clients experienced since COVID hit. Today we turn to intrapsychic loss. This is the loss of dreams, visions, and plans for the future. It frequently occurs in everyday life – everything from infertility to divorce to not getting in...

04.26.21 07:43 PM - Comment(s)



This past year generated untold layers of grief throughout our society. Today, we focus on one pervasive grief trigger - relationship loss - and how you can effectively support your clients through it.


The most obvious relationship loss is death – the permanent, total loss of the physical relationshi...

03.15.21 03:49 PM - Comment(s)
An Excellent Resource for Aging Clients, plus a Bonus Tip
If you are like most financial professionals, your client base is aging. Even clients in middle age see their parents (or in some cases, their grandparents) face the ups and downs that naturally occur as they get older.

Some are good things: more freedom with less “climbing the ladder,” the benefit o...
01.05.21 02:15 PM - Comment(s)