Meet Ruby & Erik
First time grandparents in life’s sweet spot
To engage your Grandparent clients, asking about their grandkids is a no-brainer. But our research has uncovered less obvious details to help you connect with the Grandparent at a deeper level. For example, the way grandma and grandpa see financial matters is strikingly different. “Ruby & Erik” are two research-based personas we built to help you provide more meaningful experiences for your Grandparent customers. Discover what makes them tick and get new ideas for better engagement below.1
1The "Ruby & Erik" personas are based on findings from a 2019 research project conducted by RTi Research, The Business of Aging, aha, AARP, and COLLABORATA in collaboration with Global Atlantic and other leading organizations.
Ruby & Erik’s profile
Here’s your playbook to help your Grandparent clients thrive.
Ask if they plan to financially support their grandkids – typically:
Skillshare online training: Grandparents want to impart their experiences and wisdom to their grandchildren and sites like Skillshare may spark new ways for them to do that. Skillshare has thousands of courses on website design, writing, photography, video and more.
Event idea #1
Event idea #2
Event idea #3
Give your Grandparent clients growth opportunity with no down market losses plus a way to guarantee their legacy for their grandchildren with this fixed index annuity.
This fixed index annuity offers your Grandparent clients an opportunity to secure protected lifetime income.
In addition to using bonds to grow money for a grandchild’s education, these fixed annuities offer competitive, guaranteed growth for 3, 5 or 7 years.
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