The audience sat in rapt silence as Jessica recounted her plight for a client panel at a recent event in Florida. Her husband was a Navy pilot killed in the line of duty in Afghanistan. She received the news as a mother of a two-year-old while nine months pregnant with their second child.
“I was handed a pretty sizable check within two and a half days of hearing the news,” she said. “I was a deer in the headlights. I was numb and had no idea what to do. It was all a blur. I had to make these decisions that could affect the rest of our lives.”
Her brother recommended a professional he was using, a former Army soldier that Jessica felt she could trust because “he would understand the situation and the benefits I would receive.”
“I have to focus on being a mother and the well-being of other people,” she noted. “I had to turn it over to him and say, ‘Here, you deal with this. Please don’t mess it up.’”
When asked by the panel host if her financial professional was a broker or investment advisor, Jessica said, “I think he’s an investment advisor, but I’m not certain.”