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Persona template for a financial services website, Jason

Persona template for 'The adult expecting an inheritance' that will save you time and money. Learn how to make your financial services website easier to use for Jason.

Meet 'The adult expecting an inheritance', Jason

"I don’t want to think about it but I suppose an inheritance is on the cards before too long. I know my parents aren’t giving it the thought it deserves so I am taking it into my own hands"

Jason is nervous to think about his parents not being around but knows that the circle of life is inevitable. He has been personally keeping track of his parents health in his free time.

Jason is motivated by upholding his professional reputation. Jason is 49, lives close to the city and works in the city. Jason is married, has 3 children and is often kept busy with work and visiting his parents.

Jason is very comfortable with technology.

Sense Jason is practically on call for his work he does not have time to plan out investment strategies himself.

How Acme Financial Pty Ltd can help Jason

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Social media usage for Jason

Of all the time spent on social media on an average day, the distribution of time is as follows:

See more important information about the 'The adult expecting an inheritance' persona by creating a free account.
The adult expecting an inheritance
Stats for 'Jason' insert_chart
  • Life-stage: preparing a last will and testament
  • Age: 49 years
  • Annual income: $2m - $5m
  • Industry: pharmaceutical
  • Internet usage: many times a day
  • Social media usage: not active
Relationships group
  • Marital status: married
  • Children: 3
Education/skills school
  • Education level: a PhD
  • Technical level: very comfortable
  • English level: native

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