Why Single Women Need a Different Financial & Insurance Strategy

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Single women are one of the most underserved and most misunderstood groups in financial planning and insurance today.

And the cost isn’t just financial, it’s clarity, confidence, and long-term security.
In this episode of The Modern Insurance Agent Podcast, we sit down with Lisa Clements, former corporate HR executive at Accenture and Meta, turned financial advisor and investment manager who exclusively serves single women.

Lisa is the founder of Clear Springs Wealth, a fast-growing advisory firm built around education, empathy, and modern planning for women who are never married, widowed, or divorced. She brings a rare combination of executive-level decision-making, emotional intelligence, and real-world financial strategy to an industry that too often relies on jargon and fear-based selling.

In this conversation, we unpack why traditional financial and insurance advice often misses the mark for single women, how modern advisors can serve this demographic with integrity, and where **AI fits and doesn’t fit inside relationship-based planning.

This episode is essential listening for advisors, agents, and women who want a smarter, more human approach to money and protection.

🧠 WHAT YOU’LL LEARN IN THIS EPISODE

👩‍💼 Why Single Women Need a Different Strategy
The unique financial planning and insurance challenges single women face—and why one-size-fits-all advice fails them.

🔄 From Corporate Executive to Entrepreneur
How Lisa transitioned from senior HR roles at Accenture and Meta into advisory work with purpose and impact.

📚 Education vs. Fear-Based Selling
Why education-driven planning builds confidence, trust, and better long-term outcomes.

🛡️ Simplifying Insurance Without Overwhelm
How to approach life, disability, and long-term care conversations clearly and compassionately.

🤖 Where AI Helps and Where It Doesn’t
How advisors can use AI to support planning while preserving trust, nuance, and human connection.

📉 Industry Shifts You Can’t Ignore
What’s changing in life insurance pricing and long-term care and how it affects women planning solo.

📲 Modern Client Attraction That Builds Trust
How podcasts, social media, and authentic education are attracting aligned, high-quality clients.

💡 Why Education Unlocks Confidence
How understanding not pressure leads to action, peace of mind, and better decisions with money.

🎯 WHO THIS EPISODE IS FOR

✔️ Insurance agents and financial advisors who want to serve women better
✔️ Advisors modernizing their marketing without sacrificing trust
✔️ Single women navigating financial decisions without a partner
✔️ Anyone curious about the future of holistic, human-first financial planning

🌿 Connect with Lisa Clements:
👉 https://www.clearspringswealth.com
👉 https://www.clearspringswealth.com/credentials
📧 [e-mail]

Connect with Us:

🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcast

Join the Movement of Modern Insurance Agents!

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