Transforming Life's Most Challenging Transition

Evidence-driven resources, training, and guidance for widowed individuals and their professional support networks.

Tailored Solutions For Your Needs

We understand that different professionals have unique challenges. We provide specialized, evidence-based resources that align with your specific goals.

You are acutely aware of the high client attrition rate among widows. Research shows that up to 80% of widows leave their financial advisor within the first year of losing their spouse. This represents not only a significant loss of assets under management, but also a missed opportunity to provide meaningful support during one of life’s most challenging transitions.

We provide practical, evidence-based tools, Continuing Education (CE) credits, and proprietary data to help you confidently serve, support, and retain your clients through their most difficult transition. Our comprehensive training equips you with the specialized knowledge and empathetic communication strategies needed to become a trusted advisor during this critical time, helping you deepen client relationships while building a sustainable practice.

Your core expertise lies in grief counseling, not financial planning, and that’s exactly as it should be. Yet you’ve seen firsthand how financial stress compounds the emotional trauma of loss. Your clients ask questions about survivor benefits, estate settlement, and budgeting through crisis, but these critical needs often fall outside your area of specialization.

We bridge that gap. Our credible, research-backed financial literacy resources are specifically designed for the newly widowed, addressing their unique circumstances with empathy and clarity. These aren’t generic financial guides; they’re built on proprietary data from thousands of widowed individuals and refined through years of direct service.

Support your employees with meaningful resources that go beyond standard bereavement leave policies. A few days off doesn’t address the profound disruption that losing a spouse creates. The financial complexity alone is overwhelming: navigating survivor benefits, insurance payouts, income changes, and estate decisions, all while grieving and trying to work.

We offer scalable, professional training solutions for your Employee Assistance Program (EAP) that address the tangible financial stress accompanying a loss. Our evidence-based curriculum provides clear, actionable guidance during employees’ most vulnerable moments, built on proprietary research into the widowed experience.

A Strategic Framework of Education, Research, and Data

Our solutions are built on a foundation of proprietary research and years of hands-on, mission-driven work.

WidowWise University

This is our premium, institutional-level platform. It features a comprehensive, research-based curriculum with self-paced learning modules and evidence-based content. Ideal for organizations seeking to standardize training, improve client outcomes, or enhance employee support. We offer institutional licensing and corporate partnership models.

Professional Training & CE

Move beyond a simple keynote. We offer in-depth professional training designed to improve client retention and enhance advisor confidence. Our CFP CE-sponsored programs are available in multiple formats, including virtual workshops, half-day seminars, and ongoing consulting, all tailored to your organization’s specific needs.

Books & Educational Guides

Access our foundational educational products. These guides provide benefit-driven, practical advice for both individuals and the professionals who support them.

Research Library

Access our high-value, proprietary content library. Unlock our full research library, including all white papers, industry reports, impact studies, and a monthly members-only research brief.

Custom Analysis & Reports

Engage our research team as a high-end research partner. We can perform custom analysis on our proprietary dataset to answer your organization’s specific business questions and deliver executive-level reports.

Secure a Keynote Speaker for Your Next Event

Captivate your audience with industry-leading insights from Chris Bentley, Founder of Wings for Widows and a recognized authority in transitional planning. Drawing from impactful stories and statistics, Chris addresses the critical intersection of grief and finance. His highly rated presentations empower advisors to build deeper trust, retain assets, and serve vulnerable clients with confidence.

Book a "Guiding Widowed Clients with Confidence" Session

Empower your team to retain the nearly 80% of widowed clients who typically leave within a year. Led by industry expert Chris Bentley, CFP® , this 60-minute session delivers actionable strategies for navigating financial and emotional transitions. Participants earn 1.0 CFP® CE credit while gaining tools to build trust and drive practice growth.

Widowers Support Network

In December 2024, the Widowers Support Network entered an exciting new phase when it was acquired by WidowWise LLC, under the leadership of Managing Director Chris Bentley.

With men in over 45 countries, the Widowers Support Network (WSN) is the premier, global men-only community dedicated to providing comprehensive support for widowers as they navigate the complex journey of life after loss.

Wings for Widows

Chris Bentley, founder and CEO of Wings for Widows, has created a one-of-a-kind platform to educate and empower widowed people to help them reclaim financial stability, leading to family stability, and make better financial decisions for the next chapter of their lives.

From a Mission-Driven Non-Profit to a Strategic Partner

Our history is the foundation of our expertise. We are not a faceless corporation; we are a purpose-driven organization with a clear “why”. Our story establishes the unparalleled credibility and empathy we bring to every partnership.

The Beginning

Our story begins with the founding of our non-profit, Wings for Widows. We identified a profound problem in the world: the financial vulnerability and lack of tailored, expert support for widowed individuals. Our entire enterprise was born from this mission, establishing a foundation of empathy and purpose from day one.

The Journey

We spent years in direct service, building both Wings for Widows and the Widowers Support Network. This hands-on work was our “research and development phase”. The data we collected and the lessons we learned led directly to the proprietary Financial Wellness Survey and the unique, evidence-based methodologies we possess today. This journey is the source of our competitive advantage.

Real-World Results from Our Partners

Don’t just take our word for it. See how we’ve helped firms retain clients, build confidence, and drive measurable results.

“I have a client who recently lost her husband and has twin high school seniors… I don’t think I ever felt better about our profession than doing work for your org.”

- Financial Advisor & Shareholder

Mercer Advisors

“The WidowWise training was a game-changer. Their research-driven approach gave our team the confidence and practical tools to navigate complex emotional and financial conversations. We’ve not only improved client retention, but we’ve deepened our relationships built on genuine trust.”

- Managing Partner

Placeholder Financial Firm

Become a Strategic Partner in Our Mission

Stop guessing how to support your clients, community, and employees. Use our evidence-based, data-driven solutions to build trust, improve retention, and provide genuine, expert support when it's needed most.

Let's Start the Conversation

You’re here because you recognize the gap between well-intentioned support and truly informed guidance. Whether you’re seeking to protect client relationships, enhance your organization’s resources, or provide meaningful employee benefits, we’re ready to help you build a strategic, evidence-based approach.

Tell us about your specific challenges, and we’ll show you how our research-driven solutions can make a measurable difference.

By submitting this form, you agree to receive communications from WidowWise LLC. We respect your privacy and will never share your information with third parties. You can unsubscribe at any time.