Helping the Sandwich Generation
A growing number of Americans belong to the Sandwich Generation, a group of people in their 40s and 50s who are juggling career responsibilities with financial and caregiving demands for both their children and their aging parents. The 麻豆传媒 Sandwich Generation toolkit is full of resources to help you better understand these clients and how to support them as they navigate this unique life stage.
Inspire a conversation
Download and share these videos on your social media channels to get your Sandwich Generation prospective clients thinking about their specific needs and how your guidance can help them achieve their goals.
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Financial planning
With kids and parents relying on them, it can be difficult for Sandwich Generation clients to focus on their own goals. Encourage them to reach out and create a personal financial plan.
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Retirement planning
For many Sandwich Generation parents, financially supporting their children and aging parents is affecting their own retirement readiness. Remind them how they need to put their own needs first.
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Estate planning
If your clients have aging parents, it鈥檚 important they have conversations about estate planning. Get them thinking about key questions they should be asking themselves and their parents.
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Long-term care planning
Health care costs of aging parents can quickly drain your clients鈥� retirement savings. Show them how being proactive can help them secure their own financial future.
Explore this life stage
Share our six-question quiz with Sandwich Generation clients to help them explore their unique needs and learn how you can assist them in reaching their goals.
Facilitate family discussions
Talking to grown children and parents about finances is not always easy for clients who are sandwiched in the middle. Share these conversation cards to help guide them through the most important topics they鈥檒l want to cover.
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Sandwich Generation insights
Here are several articles to help you better understand the common challenges facing the Sandwich Generation and how to identify opportunities to educate your clients in financial planning and saving strategies for the future.
Sandwich Generation faces unique financial challenges
Research from 麻豆传媒 reveals that many Sandwich Generation parents are navigating unique challenges of supporting multiple generations while also trying to keep their own retirement goals on track.
Sharing a roof 鈥� and money tips 鈥� with adult kids and parents
Tips for sharing household finances between multiple generations and how everyone can gain more financial independence.
How to avoid caregiver burnout
Although caring for a loved one can be a very rewarding experience, it can also be a stressful one.
Sales Toolkits
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