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NEW! Caregiving in the Workplace: Implications and Solutions for Employees and Employers

More than six million Canadians, or about 35% of the workforce, are balancing work and caregiving responsibilities. Employees should learn to plan, document, communicate and advocate, and employers can take low-cost and no-cost steps to support caregivers and potentially boost productivity at the office. Nobody thinks they will become a family caregiver. One day they are a daughter or son, occasionally helping out parents or other loved ones. Seemingly overnight they can become a [...]

NEW! Caregiving in the Workplace: Implications and Solutions for Employees and Employers2018-11-27T20:31:12+00:00

Clients and Aging Parents: How You Can Help Facilitate Family Communication

The average 21st century North American is projected to spend more years taking care of aging family members than raising children. Ken Dychtwald, Psychologist/Gerontologist, author of Age Power It’s no secret that your clients are aging, and with their aging comes the aging of their parents. A few families anticipate this eventuality but the majority hope that the issue will look after itself because they cannot [...]

Clients and Aging Parents: How You Can Help Facilitate Family Communication2013-10-19T19:36:29+00:00

Creating Your Own Long Term Care Plan To Support Clients

Before you attempt to sell long-term-care (LTC) insurance, consider examining your own life and plan for your own care. This hands-on experience then provides the confidence needed to approach clients, and points out where the gaps are in your knowledge and planning process. Since women are at the top of the risk list for needing long term care, meet an advisor named Mary. She is 49 [...]

Creating Your Own Long Term Care Plan To Support Clients2013-09-11T13:30:39+00:00

Facing the Truth About Loss of Independence: How Advisors Can Help

There is a Sufi saying that two veils separate us from the divine—health and security. As we age we begin to understand how these two words start to define what is truly important in life. According to Moshe Milevsky, finance professor at York University’s Schulich School of Business, for a couple who is 65 today, there is a 50% chance at least one of them will [...]

Facing the Truth About Loss of Independence: How Advisors Can Help2013-09-11T13:29:31+00:00

How to Talk to Clients About Long Term Care Planning

We all take delight in planning for vacations and holiday celebrations but when it comes to planning for old age, we literally run the other way. Aging and death only happen to other people, and therefore we don’t need to talk about it – at least not yet. Why is this? The reasons are straightforward: Canadians have an attitude of entitlement; I am a taxpayer and [...]

How to Talk to Clients About Long Term Care Planning2013-09-11T13:26:00+00:00