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.’”
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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.”