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Toward a new understanding of financial literacy
As new financial pressures and realities converge with an explosion of new financial tools, trends, and instant access to an abundance of information, how is the way people are thinking about and managing their money evolving – and what does this mean for the insurance industry?
Findings from a cross-generational survey of Americans about their personal finances
We spoke with over a thousand Americans from across the U.S about their personal finance habits, beliefs and mindsets to uncover findings that at once complicate and elucidate what it means to be financially literate today.
A new model for thinking about financial literacy
Using insights from our survey, we offer a model for how financial literacy exists within a spectrum of confidence and financial freedom, surfacing key personas that exist along this continuum.
Opportunities for insurers to support customers in their journeys toward financial freedom
Based on our continuum of financial literacy, we identify three opportunities for how insurance companies can help their customers drive toward financial literacy and ultimately achieve financial freedom.
