Connecting with Untapped Markets
Reach new markets for meaningful financial impact
Reaching underserved communities with tailored financial guidance is more than just a rewarding endeavor — it’s a powerful opportunity for growth.
The financial industry was built around a narrow view of the “ideal client”: W-2 earners, traditional households, and male breadwinners. But that framework no longer reflects today’s reality.
Women, younger generations, multicultural communities, solopreneurs, and gig workers are earning more, building wealth, and seeking guidance. Yet many still feel unseen or underserved.
Empower High-Need Clients With Financial Guidance — And unlock growth potential for your practice
female clients
win her trust
next gen clients
From Baby Boomers to Beneficiaries
Other Opportunities
Underserved Communities
Understanding Unique Retirement Needs
The financial landscape is changing, with women, younger generations, and minority groups accumulating greater wealth. Women alone are projected to control nearly $30 trillion in investable assets over the next decade.
At the same time, other growing segments — including solopreneurs, gig workers, and content creators — are building wealth through nontraditional income paths. These clients often don’t see themselves reflected in traditional planning conversations and may be navigating financial decisions without a clear roadmap or financial professional support.
Despite their increasing financial power, many in these groups face significant challenges, including income disparities, limited access to personalized guidance, and a lack of trust in financial institutions.
The way financial advice is delivered can no longer be one-size-fits-all. Recognizing unique retirement needs is essential for financial professionals looking to connect with today’s clients and tap into tomorrow’s opportunities.
Insights for Financial professionals
Annuities: One of the Biggest Retirement Blind Spots
April is Financial Literacy Month — and as financial professionals, we have a shared responsibility to help clients build the knowledge they need to make confident retirement decisions.
How Legacy Planning Can Help Financial Professionals Tap Into New Lead Sources
Legacy planning offers a powerful opportunity. Financial professionals often focus on high-net-worth clients for estate planning, but…
Why Understanding Human Behavior Can Make You a Better Financial Professional
Ever wonder why clients do some of the things they do? That’s why understanding behavioral finance—which is the study of the…
Choose from annuity options that support a range of client needs
Explore annuity options that can help your clients grow and protect their savings — and step into retirement with greater confidence.
Product availability may vary by organization. For more information, contact your IMO or the Guaranty Income Life Sales Desk at 800-535-8110.
