Scott and Samantha Sandwich

Do you have a client that is part of the Sandwich Generation?

Are they a Triple-Decker?

What defines a member of the Sandwich Generation? It generally refers to middle aged adults with a living parent over the age 65 and who are are raising children under age 18. A triple-decker sandwich member adds another layer by caring for a grandparent too. These caregivers are stuck between their children and their aging parents. Not only are they being pulled in multiple directions financially, many times they are relied upon for emotional support.

Investment Collateral

Transition Report
Hypothetical Performance
For questions on Scott and Samantha Sandwich Investment Collateral or how you can work with the Investment Consulting Group, email investmentconsulting@wealthcarecapital.com

GDX360 Profile Collateral

Client Questionnaire

Working Plan Summary Report

For questions on this case study or to view the Scott and Samantha Sandwich household/profile in GDX360, email training@wealthcarecapital.com.

Marketing Collateral

1/4 Page Ad

Social Media Post

Email Signature or Banner Ad

July is National Sandwich Generation Month

Email

Subject Line:

Feeling the squeeze by caring for kids and parents?

Email body:

Hi [NAME],

The so-called “Sandwich Generation” refers to anyone caring for children under 18 and parents over 65 at the same time. According to Pew Research, 3 in 10 U.S. adults fit this description—and they’re providing more than 2.5 hours of unpaid caregiving on average each day, including managing finances, paying bills, and much more.

If you’re feeling the squeeze, it’s time to sit down with a financial advisor to discuss:

  • How to talk about financial matters with your loved ones
  • How to plan for your retirement and your child’s college tuition
  • What steps you can take to maximize your family’s wealth

July is National Sandwich Generation Month, reminding us of the physical, mental, emotional, and financial toll caregiving takes on millions of Americans. Continue reading about the Sandwich Generation in this article, and contact me to consider how a few smart financial moves can alleviate some of your stress.

[YOUR NAME]

LinkedIn

Wondering how you’ll save for #retirement while paying your kids’ tuition and covering your parents’ expenses? You’re not alone. Millions of Americans are part of “the Sandwich Generation,” feeling the squeeze from all angles. Despite these challenges, you can still get ahead by discussing your #financial future with me

Facebook

Caring for young children and aging parents can be stressful, especially at a time when you should be paying off your long-term debts and planning for your #retirement. Check out this article about the #SandwichGeneration and consider how working with me can ease concerns and boost confidence.

Twitter 1

Did you know: 3 in 10 American adults are part of the #SandwichGeneration, simultaneously caring for children, adult parents, and even grandparents.

Twitter 1

If #NationalSandwichGenerationMonth speaks to you, I’m here to help. Contact me to learn how to plan a financial strategy for yourself, your children, and the parents you’re caring for. Learn to lower #Financial stress and enjoy family more.

Hashtag Ideas

#Caregiver, #Caregiving, #Wealthcare, #FinancialAdvisor, #SandwichGeneration, #SandwichGenerationMonth, #Retirement, #Financial, #Tuition, #EstatePlanning, #EstateSale, #LegacyPlanning, #FinancialPlanning, #FinancialGoals, #Parents, #Grandparents, #Expenses, #FinancialFuture

To customize the Scott and Samantha Sandwich marketing collateral using any of the above pictures and your business information, email marketing@wealthcarecapital.com.