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Register for this virtual event, where we will explore how to successfully attract and retain the next major wave of investors.

Between their own accumulation and an estimated $29 trillion in generational wealth transfers,1 Generation X is on track to become the wealthiest generation in history.

This virtual event is designed to help you become their financial professional of choice by providing:

Engagement Strategies for Gen X: Learn how they actually buy—from the first click to the first meeting.

Diagnostic Resource: A tool to evaluate how your website and digital presence build trust or create doubt for Gen X investors.

Behavioral Insights: Understand how formative experiences drive Gen X’s financial behaviors and skepticism.

70% of next-gen investors do not work with their parents' financial professionals.2 We’ll discuss how you can position your practice to capture this "megatrend" and ensure you are the one they choose.

As an ADO - Advisor Development Organization™, Simplicity-InsurMark provides solutions to meet the ever-evolving needs of financial professionals with a mission to protect and enhance the financial security of every home in America.

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1. "84 Trillion Reasons Why Having a Financial Advisor May Be More Vital Than Ever."

2. 2025 Global Atlantic proprietary study of 400 investors: 200 U.S. Baby Boomers, ages 61-79, household income of $100,000 to $199,000. 200 U.S. Gen Xers, ages 46-60, household income of $100,000 to $199,000.

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