Understanding customers

Research highlights which consumer segments are most likely to buy life insurance in the future. Read more on their expectations and needs.

Explore the evolving needs of middle-market families and how tailored life insurance products promote financial security and well-being.

In this life insurance distribution case study, learn how Everyday Life partnered with TruStage to scale the middle market and exceed customer expectations.

For too long, several groups — from Black, Indigenous and People of Color (BIPOC) to Gen Z — have been left out of the conversation when it comes to financial services and wealth building.

This lending consumer preferences research presents insights into borrower trends and strategic actions for credit union lenders to consider. Read the white paper.

This year’s report is designed to help you understand consumers' multicultural and multigenerational identities and serve them with intentionality.

Help protect your member's financial security with more meaningful protection that may help them navigate challenging times for their overall health and well-being.

The digital evolution continues to advance at a dizzying pace. Consumer behavior is telling companies that they want fast, easy and simple solutions.

The biggest trend to watch in 2018 will be continued direct channel growth. And five other trends that will drive the evolution of A&H insurance in 2018.

Here are the top reasons why simplified underwriting appeals to consumers, and tips on how to create a better overall experience for your members.

Credit unions should stop thinking of themselves as being in the “money” business, instead, think of yourself as being in the “experience” business.

It’s crucial to understand the reasons behind consumer behavior, and where it might be headed next. Doing so will help you forge deeper connections with members.