Moving People from Best Intentions to Action
Financial and legal professionals deal with law, logic and numbers. Planning for legacy is about emotions. Helga Hayse creates the emotional urgency needed to start these crucial conversations. Your work will be easier, more satisfying and comprehensive when clients are receptive to your suggestions.
The Allianz Life Insurance Study
Study after study shows that there is a disconnect between what people say they do, and what they actually do. For example, a study by Allianz Life in 2005 found that although boomers and seniors say they are having talks about legacy and inheritance, most of the conversations are not resulting in meaningful or productive action.
Boomers say they feel morbid, greedy and intrusive asking their parents personal questions. Many admit to concerns that their parents haven’t provided the legal structures they would need to be able to help them if needed. They realize how urgent these personal questions are, but often defer to their parents to raise them.
Their parents also feel awkward about raising the subjects of inheritance and legacy. This generation isn’t comfortable discussing “touchy subjects’ , talking about their feelings or initiating conversations that make their children uncomfortable.
Helga teaches family members how to talk productively about touchy subjects like money, death, regrets and forgiveness. Her presentation includes:
How she survived sudden widowhood through planning
How longevity and finances impact each other
Why money and death are hot button subjects
How to raise dfficult issues respectfully
Why crucial conversations matter
Her message emphasizes the importance of taking action today by
consulting your legal and financial professional today.