Connect 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
Win her trust
Female Clients
Connect with heirs
Next Gen Clients
The evolving role of financial professionals amid the Great Wealth Transfer
Adapt your approach
Underserved Communities
An opportunity to expand access – and grow your impact
Adapt to an evolving financial landscape
Women, younger generations, and minority groups are 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.
Despite their growing financial power, these underserved clients often don’t see themselves reflected in traditional planning conversations. Whether due to outdated assumptions, rigid models, or a lack of representation, many are navigating financial decisions without a clear roadmap or professional support.
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 the right annuity for your clients’ financial goals
Explore how our annuities can help your clients grow and protect their retirement savings.
Not all products may be available for your organization. For details on available options, please contact your IMO or the Guaranty Income Life sales desk at 800-535-8110.
