We have exciting news to share! We have been acquired by @Lumiant_io, a leading advice & engagement platform for financial advisors. With Lumiant, HALO will be coupled with a broader suite of tools that will allow clients to live better, longer, on purpose.investmentnews.com/lumiant-a…
Our own @HeatherHolmes1 will be joining Dr. Amy to host this webinar. Let us know if you'll be joining us -- lots of actionable takeaways!
Join us for Increasing Longevity: Enhance Client Loyalty by Addressing Long-term Health – the 1st in our Trusted Advisor of Choice Webinar Series. We promise an exciting new way to engage clients AND a reference takeaway. Bonus: 1 CFP Board CE! bit.ly/trustedadv #advisors
“Advisors need to rethink how they talk to clients about the non-financial implications of their decisions and then tie it back to money.” This and more insights from @DrAmyDAprix in our most recent article. #retirementplanning genivity.com/financial-retir…
[Webinar Reminder] 👉 Longevity & its Effect on Client Financial Plans - mailchi.mp/genivity/webinarl…
[Webinar] 👉 Longevity & its Effect on Client Financial Plans - mailchi.mp/genivity/webinarl…
[Webinar] 👉 Longevity & its Effect on Your Clients' Financial Plans - a discussion with longevity expert Dr Stephen Anton. Learn how to help your clients live well longer with longevity planning. mailchi.mp/genivity/webinarl… #FinancialPlanning #Longevity #HolisticPlanning
Join us for a webinar featuring Nationally recognized longevity expert & medical professional, Dr. Stephen Anton & @FabriceBraunrot. us02web.zoom.us/webinar/regi…
Have you tapped the power of your HSA? Find out if you are taking advantage of all this investing vehicle has to offer. #HSA #RetirementPlanning investors.com/etfs-and-funds…
Are you saving more than ever but also more anxious about what an unplanned medical emergency would do to your #retirement savings? You're not alone. fa-mag.com/news/americans-sa…
"What if you had the ability to use individual data to project what healthcare needs and costs a client may encounter?" lttr.ai/Yqf3
#HealthCare #FinancialPlanning
"If you have a few that are reticent to trust you or you have simply fallen behind with a little bit, here are some tips on how to establish or reestablish that trust." lttr.ai/XZWO
#FinancialAdvisor #FinancialPlanning
Join me, @steven_khuong , Eric Griego, and @jeffcain415 on Wednesday, June 24th, at 11am PST as we discuss #fintech solutions amidst the pandemic. us02web.zoom.us/webinar/regi…
"The government often has a large impact on how retirement will be spent." lttr.ai/RYd5 #Longevity #FinancialPlanning
How do you plan for a financial meltdown? You don’t. But having a well-crafted plan is the best way to weather any storm and ultimately, a financial gift you can give your clients. genivity.com/gift-planning/ #financialadvisors #financialplanning
The intersection of health and wealth has never been clearer. Some solid advice from @ReformedBroker "Lead discussions with questions about the physical and mental health of each client and their family members. This is the most important thing right now." bit.ly/2KWx2yO
Client relationships can be tricky to navigate but the results of ongoing nurturing are well worth the effort and time. lttr.ai/Oy1e #FinancialAdvisor #FinancialPlanning
Four Ways to Incorporate Longevity Planning into your Practice lttr.ai/Nhyt #FinancialPlanning #Longevity
"Genivity’s HALO (Health Analysis & Longevity Optimizer) combines science and financial planning to better project a client’s future healthcare costs." lttr.ai/MxlE #FinancialPlanning #HealthCare
Exciting news: we're partnering with @ASmarterLook to enable our HALO planner solution in their customizable client portal. @INTRUSTBank is already using it to deepen client relationships so advisors can succeed in the new wealth management era. lnkd.in/e3WaRJy #fintech
Tech to help advisers plan for more years of healthcare costs in retirement lttr.ai/MHpV #Longevity #Retirement #FinTech
