financial trendsetters 4
Financial Trendsetters 4
Finding Confidence in the Unexpected Moments
Life rarely unfolds the way we plan it.
It shifts in moments we don’t see coming—loss, divorce, caregiving, health challenges, aging parents, or simply realizing the path ahead looks different than we imagined. And in those moments, money stops being abstract. It becomes deeply personal.
Financial Trendsetters 4: Finding Confidence in the Unexpected Moments brings together a powerful group of women in financial services who have lived through those turning points—not only as professionals, but as people. Led by Lori Seaton of North American Company for Life and Health Insurance®, this collection reflects a deeper, more human side of finance—one rooted in listening, trust, and showing up when it matters most.
This edition features the voices of Brandi Bridgett, Katie Buck, Moya Campbell, Theresa Crowley, Mary-Chase Gower, Brittany Hagy, Teresa Hart, Megan Jones, Gina Martin, Heather Morrow Brown, Leyna Nguyen, Vanessa Patterson, Kristina Ping, Nettie Reeves, and Susan “Robin” Whitlock—women who are redefining what it means to guide clients through life’s most personal and unexpected moments.
Sponsored by North American Company for Life and Health Insurance®, this project reflects a shared commitment to supporting both financial professionals and the clients they serve with care, clarity, and confidence—especially when life changes.
These chapters move beyond strategies and products. They offer real stories of resilience, compassion, and connection, reminding us that true financial empowerment doesn’t come from having everything figured out—it comes from feeling understood and supported when it matters most.
Financial Trendsetters 4 is more than a book.
They are stories about listening, showing up, and helping others find confidence when life takes an unexpected turn
Order Your Copy June 4
Unless otherwise noted, the authors are not employees of North American. The opinions and ideas expressed are solely their own and do not necessarily reflect those of North American or its affiliates. North American does not endorse or promote these views, nor do the company or its agents provide tax advice.
The information contained herein has been obtained from sources believed to be reliable; however, its accuracy is not guaranteed. This material is intended for agent us only and may not be used, in whole or in part, with consumers. Readers are responsible for determining how to use the information for their own individual purposes.