Just like Nessie, the fabled Loch Ness monster, myth seems to follow millennials everywhere. But has anyone bothered to ask millennials themselves what they think are the best ways to reach them? It would seem no one has … until now.

We not only asked them, we also consulted with marketing experts, researchers and millennials on the frontlines in the insurance and financial industries. The tips that follow were compiled from interviews with industry thought leaders, including Lindsey Pollak, The Hartford’s millennial workplace expert; Amy McIlwain, vice president of social and digital strategy at Denver-based Moore Communications Group; Samuel Rad, a millennial advisor based in Beverly Hills, California; Matt Wallaert, behavioral scientist at Microsoft; and Breana Macken and Emily Tracey, LIMRA analysts. In addition, we spoke with 30 millennials in the insurance industry, to find out their own preferences, and those of their millennial clients. 

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