Health and wealth are closely knit together in financial planning. When creating a plan for your clients they may ask the following questions:
How HALO can help
HALO by Genivity is a health analysis and longevity optimizer that helps your clients:
What impact could their health have on their future wealth? Have them take the HALO Assessment to help you determine future health care costs and help them plan.
It's easy to get started with HALO. Simply direct your client to the link below or send this link to your clients. The links will take them to Genivity's website to answer health and lifestyle questions in order to create a health care cost analysis report. Your client will receive a summary, and the full report will be emailed directly to LTCI Partners who will share this information with with you so that you can discuss the report and its effect on your financial plan.