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Professionals Articles

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 […]

By |November 26th, 2018|Employers and Caregiving, Professionals Articles|Comments Off on NEW! Caregiving in the Workplace: Implications and Solutions for Employees and Employers

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. […]

By |September 11th, 2013|Professionals Articles|Comments Off on Clients and Aging Parents: How You Can Help Facilitate Family Communication

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 […]

By |September 11th, 2013|Professionals Articles|Comments Off on Creating Your Own Long Term Care Plan To Support Clients

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 […]

By |September 11th, 2013|Professionals Articles|Comments Off on Facing the Truth About Loss of Independence: How Advisors Can Help

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 – […]

By |September 11th, 2013|Professionals Articles|Comments Off on How to Talk to Clients About Long Term Care Planning