Attending the 2026 Lion Street Institute in Austin was energizing and forward-thinking. The sessions blended market insight, AI innovation, and practical growth strategies in a way that felt immediately applicable. Conversations with top advisors reinforced the power of collaboration and shared best practices. It was a strong reminder that the future of our industry belongs to firms willing to adapt and lead.
Here is what Kevin Anderson, Partner at Advanced Insurance Planning Inc., had to say about the event:
“One of my biggest takeaways from the Lion Street Institute conference in Austin last week came from Jason Dorsey’s presentation on generational trends. In life insurance, we’re often communicating across multiple generations at the same time—for example, helping a Gen X client put a plan in place that will ultimately benefit their Gen Z children. That dynamic makes it especially important for us to understand how each generation thinks about money, security, and the future.
Jason shared several insights about Gen Z that really stood out. He described them as the first truly AI-dependent generation and noted that many are experiencing what he called “delayed adulthood” (getting married, buying a home, and having children later). At the same time, Gen Z tends to be more pragmatic about the future; they largely don’t expect Social Security or Medicare to be there for them, and many assume they’ll need to help support their parents later in life.
Those shifts will influence how we think about planning and how we design life insurance solutions going forward. As advisors, understanding these generational perspectives can help us structure policies that address not just today’s needs, but the realities the next generation expects to face.”
For more information on any of the topics mentioned above, contact us.