Entries by Foresight Financial

Boomer + Sandwich Generation + Club Sandwich + Boomerang = Financial Instability

Chances are good that you have clients who are concerned with their aging parents as well as their own maturing children. This article explains what the Sandwich Generation is, the challenge it presents and the special planning that this demographic requires. Significant opportunities exist for advisors at this time with these clients and prospects. This article provides a good segue into opening a discussion with both accountants and clients.

Do You Need Life Insurance?

Canadians may need to rethink their risk management In a recent study conducted by the Life Insurance and Market Research Association (LIMRA), it was reported that 61% of Canadians hold some form of life insurance. Surprisingly, it also revealed that only 38% of Canadians own an individual life insurance contract.