In recent years, the financial landscape has shifted dramatically, especially for younger generations like Millennials and Gen Z. Northwestern Mutual’s 2024 Planning & Progress Study highlights that only 26% of Americans now expect to leave an inheritance, with generational differences starkly evident: Baby Boomers are more likely (37%) to leave an inheritance compared to Gen X (27%) and Millennials (20%).
The Agent & Advisor Editorial Team is a highly skilled and dedicated group of professional writers and editors within the life, health insurance and financial services industry. Committed to delivering accurate, informative and engaging content, this team possesses a deep understanding of the intricacies and complexities of the industry.
Learn more about the Editorial Team.
Learn more about the Editorial Team.
Latest posts by A&A Editorial Team (see all)
- Today’s Rates Create a Powerful Opening for Annuity Conversations - March 20, 2026
- The Confidence Advantage: How Financial Planning Strengthens Consumer Decisions - March 19, 2026
- Why Agent Retention Is the Real Growth Strategy - March 9, 2026
