THIS ISSUE: SERVING GENERATIONS Y AND Z Life Insurance • Health/Benefits Annuities • Financial Services JULY 2023
MAKE WAY FOR THE
NEXT GENERATIONS
Millennials and Generation Z are taking over the world. Here is how you can address their financial concerns.
PAGE 12
ALSO INSIDE: Jamie Hopkins: Financial services needs TRUST
PAGE 8
Keep sequence-of-risk returns from sinking retirement
PAGE 24
Individual DI could take your firm to the next level
PAGE 32
Photograph courtesy of HBO