Broker Check

Lost My Job, Now What?

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Clients sometimes find themselves in the position of losing their job. In today’s economic uncertainty, business closures and layoffs are increasingly common. The loss of a job can cause serious stress for your clients, personally and financially. 

In this checklist, we cover a number of issues to consider when clients are facing unemployment, including:

  • Severance options, if any are offered
  • Employer benefits, including continuation of health insurance, sick pay, etc.
  • Eligibility for unemployment benefits
  • Budget adjustments
  • Health insurance options
  • Employer-sponsored retirement accounts, stock plans, and other benefits
  • Income tax considerations
  • Retirement or future employment options


This is a comprehensive checklist of the financial issues that clients need to consider surrounding a job loss.

Download Your Complimentary Checklist Today!

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