Each client takes his or her own journey through the different stages of life, and they enter those stages at different ages. Their generation, however, doesn’t change. And generation is important when you’re creating a financial planning strategy.

Get to Know Generation Connection

Connect to the different generations and use the GenFIT tool to craft unique engagement strategies to better serve your clients.

GenFIT

Your ticket to targeted solutions for clients of any age.

It's easy and it's fast!

Step 1

Answer a few basic questions about your client.

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Step 2

Get generationally segmented education materials, client insights, and more.

For Life Insurance solutions visit Generation Station.

Talkin' About the Generations

For more information, check out our Resources page.