Who is Jodi Clock, and more importantly, why should I listen to her? I’ve been asked that question more than once, and I feel it’s important to share the answer with you before you decide to ask me speak, purchase my book and invest your time and energy in reading it!
Here’s why you should listen–because I’m not an attorney, a social worker, or an owner of an extended-care facility/nursing home. I’m a daughter, sister, wife, and mother who has been in the end-of-life profession since August 1988. I grew up in southern Indiana where my father and sister’s husband worked for Hillenbrand Industries and Batesville Casket Company.
One could argue that because my early childhood days were spent in a town whose major employers were a casket company and a hospital bed/surgical equipment manufacturer that I was destined to land in this profession in some way, shape, or form. Heck, I dated and went to the prom with the local funeral director’s son, who now owns and operates several funeral homes. The funeral industry wasn’t something “creepy;” it was part of everyday life. Learning about the products, services, or ancillary businesses that revolved around death and dying were what was familiar.
Fast forward into my adult career… I had an opportunity to alter my career path from data processing to insurance–specifically funeral insurance. Hillenbrand Industries started a sister company to Batesville Casket Company called The Forethought Group. Its purpose was to provide funeral directors across the country with an insurance-based product to prefund future funerals for their families. One of the benefits to consumers when using this product is that it is considered exempt as an asset when qualifying for Medicaid. For many years I taught funeral directors, pre-planning professionals, financial planners, and even attorneys how this product worked. (Oops! Somewhere in the middle of all this I finished my Master’s degree in Organizational Development from Spring Arbor University!)
Over the years, I acquired a tremendous amount of knowledge, not only on wealth preservation, but also on end-of-life issues. For the past ten years, after leaving the corporate world, I began practicing what I was preaching. I made the decision to work with my husband in his funeral home. On a daily basis we would talk with people who were misinformed about the issues revolving around end-of-life–especially on the topic of asset preservation. It wasn’t because they weren’t attempting to become knowledgeable; it was because they were given inaccurate information by well-intended people with credible roles. All too often people lamented, “I wish I would have come here first,” or “Why didn’t they tell me?” After listening to countless families sharing their thoughts, I felt compelled to speak out as an advocate. So, by no means do I profess to know everything. However, what I do know is where to seek out the answers and how to share information.