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The interview originally took place on April 29, 2026.
Chairman & CEO Jay Jackson joined The Greg Kelly Show to discuss how Gen Z is reshaping financial planning and investing, highlighting their data-driven mindset and willingness to explore alternative assets like life insurance as part of a broader portfolio strategy.
The conversation also explored how younger investors are leveraging technology to access information, compare options, and plan over longer time horizons—signaling a shift in how financial services firms must engage, educate, and deliver value to the next generation of investors.
Share
The interview originally took place on April 29, 2026.
Chairman & CEO Jay Jackson joined The Greg Kelly Show to discuss how Gen Z is reshaping financial planning and investing, highlighting their data-driven mindset and willingness to explore alternative assets like life insurance as part of a broader portfolio strategy.
The conversation also explored how younger investors are leveraging technology to access information, compare options, and plan over longer time horizons—signaling a shift in how financial services firms must engage, educate, and deliver value to the next generation of investors.
