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Teach Millennials financial literacy, build lasting relationships

As a group, Millennials are highly distrustful of financial institutions. The 2008 global financial crisis and its fallout made life difficult for many of their parents, and as a result these young adults have shied away from embracing the industry to the same extent prior generations did. We think that targeted educational resources could be an illuminating experience for Millennials that helps bring them back to financial institutions, such as life insurance companies, looking to make a lasting positive impact in their lives.

$1,600
top 50%
126
submissions
DONE
4 months ago
Deliverables

Propose an education plan that will help Millennials learn financial literacy and regain their trust. Your solutions should do the following:

  1. Identify an entry point for this conversation with Millennials. What content and education resources would be valuable and engaging for this generation, and why?

  2. How do we maintain continuous interaction? We want to stay in touch with Millennials after the initial educational experience. How do we continue being helpful without pushing products and services on Millennials?

  3. Where should we initially reach these Millennials? Through technologies, partners, or other means? Give a detailed response with specifics.

  4. What role should a financial adviser have in this education plan? How would the involvement of a financial adviser affect your level of trust for the industry?

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This challenge has received 126 submissions
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$76.90 N University of Central Florida
$76.90 Square pic 10 31 14 pro Walden University
$76.90 Square pic 20160407 201443 Miami Dade College
$76.90 Square pic snapshot 20160313 29 National Institute of Technology Trichy
$76.90 Square pic 11061729 10153291816037422 8610228348602706849 o University of Florida
$76.90 Picture?width=160 University of Central Florida
$76.90 Square pic img 20160214 085237617 Columbus State Community College
$76.90 Square pic talisman headshot Western Kentucky University
$76.90 A University of Waterloo
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$76.90 A
$76.90 Square pic suit selfie Pomona College
$76.90 M University of Central Florida
$21.10 T University of Central Florida
$21.10 Square pic sadasd Virginia Community College System
$21.10 Square pic cam00502 Indian Institute of Technology - Bombay
$21.10 0 gplyktqgp7 mrnvcxq dkaqayul7pzucxaa3krfxtw5yilubavztokplkgalx srykf8wbj1xqid Queen's University
$21.10 Square pic knight University of Central Florida
$21.10 K University of Central Florida
$21.10 Square pic background lake Elon University
$21.10 Square pic 1917498 104529916231089 7137024 n Harvard University
$21.10 D Indiana University-Purdue University Indianapolis
$21.10 Square pic aaeaaqaaaaaaaadhaaaajde1ymrimza3lwjjywutngzkzi1hyzc0lta5ogu2mjnmote4yg University of Southern California
$21.10 K University of Central Florida
$21.10 K University of Central Florida
$21.10 Square pic 18b7d15 University of Central Florida
$21.10 J University of Central Florida
$21.10 A University of Central Florida
$21.10 S University of Pittsburgh
$21.10 Square pic helen shen s University of Toronto
$21.10 Square pic 10557231 10206919643016317 7810546202663509269 n University of Central Florida
$21.10 C University of Central Florida
$6.50 A University of Central Florida
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$6.50 J Chapman University
$6.50 Square pic me Dublin City University
$6.50 G University of Central Florida
$6.50 Square pic bird average bird lifespans thinkstock 155253666 McMaster University
$6.50 Square pic mindsumo dp University of Florida
$6.50 L Winthrop University
$6.50 Square pic 2016 headshot1 Liberty University
$6.50 I University of Sydney
$6.50 D University of Central Florida
$6.50 A University of Central Florida
$6.50 N University of Central Florida
$6.50 R University of Central Florida
$6.50 Square pic pic feb 2016 University of Massachusettes, Boston
$6.50 S University of Central Florida
$6.50 Square pic aaeaaqaaaaaaaajdaaaajgrknwu4ztgylwixmwqtndazni05mzm5ltk1n2e0mzlkztm1zg University of Central Florida
$6.50 S University of Central Florida
$6.50 Square pic img 4426 University of Central Florida
$6.50 C Oklahoma State University
$6.50 M University of Central Florida
$6.50 G University of Central Florida
$6.50 J University of Central Florida
$6.50 Square pic screen shot 2016 01 09 at 12.43.44 pm University of South Florida
$6.50 N University of Central Florida
$6.50 J University of Central Florida
$6.50 A University of Central Florida
$6.50 R University of Central Florida
$6.50 Square pic 10592919 10154189651872784 6860496830308250667 n University of Central Florida
$6.50 Square pic corey marcous senate picture University of Central Florida
$6.50 A University of Central Florida
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