INSIGHT: WHAT INFORMATION SOURCES MILLENNIALS SEEK TO IMPROVE THEIR FINANCIAL WELL-BEING
By Julie M. Anderson
IDEAS IN THIS INSIGHT YOU CAN PUT INTO ACTION
Annuity plan providers should implement three recommendations to improve the fit of their financial information to Millennials’ preferences. First, annuity providers should involve Millennials in cocreating financial information. Second, companies should tailor their communication channels to better fit Millennials’ attributes. Third, providers should increase accessibility to their financial information by enhancing their mobile technology interfaces.
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About the Author
Julie M. Anderson MBA, MPP, is the founder and a principal of AG Strategy Group, a strategic consulting and writing services firm. Previously, she was the Chief Operating Officer and a Managing Director at Civitas Group, as well as an Associate Partner at IBM Global Business Services. Anderson has served as Acting Assistant Secretary and Deputy Assistant Secretary for Policy and Planning at the U.S. Department of Veterans Affairs. Anderson earned her Master of Business Administration from Duke University, has a Master of Public Policy from the University of Chicago, and is a graduate of Nebraska Wesleyan University in Lincoln, where she was named a Harry S. Truman Scholar.