Do your clients have children? Have they discussed financial responsibility with them? Teaching kids about budgeting, saving and goal setting, needs versus wants, the value of hard work, as well as the value of insurance is crucial for good money management and instilling lifelong fiscal literacy and accountability.
Share the client-friendly version of this article with your parent-clients to guide them and their kids along the right path to a lifetime of financial literacy.
For similar articles, read and share the client-friendly versions of Do Younger Canadians Need Insurance, Juvenile Insurance – Why You’re Never Too Young to Secure Your Future and Helping Your Clients Maximize Their RESP.
Have questions? Contact your local PPI Collaboration Centre – we’re here for YOU!
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6 Strategies to Create Financially Savvy Kids