Conversation Toolkit

Optimizing resources after a layoff

Topic overview

Position yourself as someone who can lend support to clients experiencing a job loss by taking a proactive approach. From helping them manage monthly expenses to counseling them on financial strategies, there are things you can do to help your clients while they’re in transition.

Use these tools to provide best practices and helpful dos and don’ts following a layoff.

Is this relevant to my clients?

Individuals could benefit from these tools if they:

  • Are about to leave a job
  • Recently left a job

How to Use Your Toolkit

  1. Schedule client meetings to discuss this opportunity.
  2. Email the Pre-Meeting Overview to your clients to set their expectations.
  3. Print out the Meeting Worksheet and review it together.
  4. Expand your knowledge even further and download the White Paper. Consider sharing it with your clients' CPAs, tax advisors and attorneys for more in-depth discussions.

Disclosures

This material is for educational purposes only. It cannot be used for the purposes of avoiding penalties and taxes. Columbia Threadneedle Investments does not provide tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.