Outlook Group Recommends Smith Barney Family Assist Brochure
Franklin, OH. The Outlook Group, Inc. has offered their recommendation of a new brochure produced and distributed by Smith Barney-Citigroup.
The death of a loved one can be a deeply emotional and difficult experience. On a practical level, if the deceased was the primary or secondary wage earner, surviving family members are suddenly confronted with making immediate and long-term decisions involving their financial future. In addition to the challenge of coping with everyday affairs, you also face the possibility of having to revise financial and estate plans to reflect new issues and concerns.
Many people feel comfortable with professionals who have helped other members of their family, and as bereavement professionals, many times funeral directors and aftercare staff are faced with the task of providing answers to financial questions from grieving survivors so they can organize their lives and settle the affairs of the deceased.
You can now give these family members financial information in a straightforward and educational manner. The Smith Barney Family AssistSM brochure allows you to pass along some of this important information in a purely educational format.
Family AssistSM allows funeral directors and aftercare professionals to take sensible action to establish and deepen relationships with surviving family members.
Everyone’s life, and death, brings with it unique circumstances. Organization and prioritization are the keys to taking care of your present needs and making plans for what you will do in the future. For more information on Family AssistSM visit your local Smith Barney office. Smith Barney does not provide tax or legal advice. Please consult your own legal and/or tax advisor. Smith Barney is a division and service mark of Citigroup Global Markets Inc. Family AssistSM is a service mark of Citigroup Global Markets Inc. ©2004 Citigroup Global Markets Inc. Member SIPC.
- Contact Information
- Chris Kuhnen
- Marketing Director
- The Outlook Group, Inc.
- Contact via E-mail
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