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Teach Millennials financial literacy, build lasting relationships
business insurance life insurance services
top 50%
70 months ago
Small pic financial education

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.


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?
    Submissions will be graded on the following criteria:
  • Meets Deliverables
  • Creativity
  • Clarity
Reward Tiers
Top 10%
will share $1,000
Next 15%
will share $400
Next 25%
will share $200
Actual individual rewards will be based on the total number of eligible solutions.
$76.90 N University of Central Florida
$76.90 Square pic 60 10 31 14 pro Walden University
$76.90 Square pic 60 20160407 201443 Miami Dade College
$76.90 Square pic 60 snapshot 20160313 29 National Institute of Technology Trichy
$76.90 Square pic 60 11061729 10153291816037422 8610228348602706849 o University of Florida
$76.90 Picture?width=160 University of Central Florida
$76.90 Square pic 60 img 20160214 085237617 Columbus State Community College
$76.90 Square pic 60 talisman headshot Western Kentucky University
$76.90 A University of Waterloo
$76.90 J
$76.90 A
$76.90 Square pic 60 suit selfie Pomona College
$76.90 M University of Central Florida
$21.10 T University of Central Florida
$21.10 Square pic 60 sadasd Virginia Community College System
$21.10 Square pic 60 cam00502 Indian Institute of Technology - Bombay
$21.10 Square pic 60 matthew gaiser calgary bow headshot  1 Queen's University
$21.10 Square pic 60 knight University of Central Florida
$21.10 K University of Central Florida
$21.10 Square pic 60 background lake Elon University
$21.10 Square pic 60 img072 2 Harvard University
$21.10 D Indiana University-Purdue University Indianapolis
$21.10 Square pic 60 aaeaaqaaaaaaaadhaaaajde1ymrimza3lwjjywutngzkzi1hyzc0lta5ogu2mjnmote4yg University of Southern California
$21.10 K University of Central Florida
$21.10 K University of Central Florida
$21.10 Square pic 60 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 60 helen shen s University of Toronto