HALO Longevity Assessment

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Health and wealth are closely knit together in financial planning. When creating a plan for your clients they may ask the following questions:

  • How much could health care cost?
  • What are my options for paying for health care?
  • What are my projected health risks?
  • What's my projected longevity?

How HALO can help

HALO by Genivity is a health analysis and longevity optimizer that helps your clients:

  • Plan for your most active and healthy years in retirement.
  • Determine how many years of additional daily care (in home care/assisted living facilities) they may need and what the estimated costs could be. 
  • Estimate out of pocket care costs throughout their lifespan and how those costs may change during their different life stages. 

Getting Started

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.

Take the HALO Assesment