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The next big client opportunity

Wealth is changing hands and demographics are shifting as Generation X and millennials inherit their parents’ or grandparents’ assets and become the next generations to retire. Watch for ideas to help you bring the next generations into your book of business.

Gen Xers and millennials are ready for retirement planning

Despite unique financial challenges facing these generations, they want to save more for retirement, and they want professional guidance. Find out how you can be part of the solution and take the opportunity that could help grow your practice for years to come.

 

Gen X and millennial clients think differently about retirement — how are you prepping?

Download our complimentary guide to understand:

  • How Gen X and millennials approach retirement decisions
  • What clients in their 40s and 50s expect from a financial professional they trust
  • Practical ways to help advance your practice and strengthen engagement over time
     

Get the guide

 

 

Insights

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6-minute article
8 strategies to help Sandwich Generation clients
Support clients balancing care and finances with 8 smart strategies. Help them manage caregiving costs while supporting their long-term goals — and position your practice for growth.
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7-minute article
Gen Xers and millennials are ready for retirement planning
Gen Xers and millennials can use financial professionals’ assistance as they plan for retirement and other long-term goals.
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3-minute article
A financial professional’s guide to meeting the rising demand for annuities
Interest in solutions offering protection from market downturns, tax advantages and retirement income is growing. Discover how aware people are of annuities and 3 tips to help you meet rising demand.
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6-minute article
Financial literacy for your clients in their 40s and 50s
Here are four opportunities to talk to your clients about financial literacy and give them helpful tools for achieving their goals.
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5-minute article
Generation X: understanding a new generation of clients
Find out why it’s important to know who Gen X is, what drives their retirement concerns and how It can help you serve your part of this underserved market segment.
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4-minute article
How to talk about annuities to clients in their 40s and 50s
Discover 6 strategic prompts to help clients age 40–59 understand how annuities can support their savings and income goals at every life stage.
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5-minute article
Helping your Sandwich Generation clients
For clients sandwiched between financially supporting adult children and relatives, your guidance can help them navigate this life stage more successfully.
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4-minute article
Helping Gen X and millennial clients overcome retirement anxiety
Financial professionals can help ease retirement anxiety for Gen X and millennial clients. Find ways to address priorities, offer tailored tools, and foster trust through clear, actionable strategies.
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4-minute article
Connecting with your client's children
Building client ties between generations is a win-win: financial professionals foster lasting partnerships, while Gen Xers and millennials gain tailored financial support.
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5-minute article
Are you ready for the next generation of clients?
Explore “Connecting with Gen X and millennial clients” for insights into their retirement views and tips to build lasting relationships that will help sustain your practice for years.
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4-minute article
A new retirement is taking shape
Financial professionals play a key role in helping Gen X and millennial generations navigate retirement. Take a proactive approach to helping guide clients toward the new retirement.
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5-minute article
Help Gen X and millennial clients bridge the savings gap
Younger generations face a significant "savings gap," making it challenging to prepare for retirement. Financial professionals can play an active role in closing this gap.
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3-minute article
5 tips to connect with Gen X
Try these marketing best practices to help connect with Gen X, build relationships and show them how you can help them retire with confidence.
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4-minute article
How to engage your clients' next generations
Don’t miss out on the $72.6 trillion wealth transfer that’s under way. Here’s how to engage your client’s next generation.
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