Gen X: Gen Ready?

Generation X — those born between 1965 and 1978 — is the next generation of retirees, yet many are finding it difficult to plan and save for retirement. The reasons behind that struggle are complex, and often misunderstood.

Gen X: Gen Ready? details key characteristics about this group, and profiles the challenges and expectations they face when it comes to retirement. This comprehensive white paper prepares advisors to build meaningful relationships with Gen Xers by truly understanding:

  • What retirement looks like for Generation X
  • Competing priorities that may add financial stress
  • 3 behavioral influences that shape Gen Xer attitudes and actions
  • What Generation X wants and needs from financial advisors

Instantly access this valuable tool by completing the form.

 

 

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IMPORTANT DISCLOSURES: Annuities are long-term insurance products designed for retirement purposes. Clients should consider the annuity’s investment objectives, risks, charges and expenses before investing. The prospectus contains this and other information. Encourage clients to read it carefully.
 
All guarantees are backed by the claims-paying ability of the issuer and do not extend to the performance of the underlying accounts which can fluctuate with changes in market conditions. 
 
CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life Insurance Company. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers. 
MGA-2153132.1-0618-0720
FOR REGISTERED REPRESENTATIVE USE ONLY. NOT FOR USE BY THE GENERAL PUBLIC. © CUNA Mutual Group 2018