As boomers begin to think about passing on wealth to their heirs, credit unions looking to retain their assets must begin courting their Gen X children.
Meanwhile, credit unions have an opportunity to reach often overlooked Gen X members through targeted marketing.
Learn more in this Focus Report.
Inheritance Advisory Services Boost Asset Retention: Tips on how to keep other financial institutions from inheriting your members' assets.
Overlooked Gen Xers a Gold Mine for CU Marketers: Many Gen Xers are in their prime when it comes to their career and earnings power.
Making the Gen X Connection: Infographic: A few Gen X marketing and workforce engagement pointers.
Become an Ally for Overlooked Gen Xers: Four reasons Gen Xers deserve a little love – and how credit unions can totally relate to the Gen X plight.
Retirement Across the Generations: Infographic: A Merrill Edge Report finds that millennials are redefining retirement. Learn how it differs for each generation.
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