Genivity
@Genivity
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#AI SaaS platform helping #advisors engage & retain clients & connect with next generation heirs by analyzing family health risks and care costs.
Joined May 2016
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. https://t.co/PJyotiNSdc
investmentnews.com
Genivity's core product creates a customized longevity model based on a client's health risks, lifestyle choices and demographics.
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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! https://t.co/laWDEkLo89
#advisors
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“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
https://t.co/zUKoPyBg2Q
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[Webinar Reminder] 👉 Longevity & its Effect on Client Financial Plans - https://t.co/zPteIuo1B0
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[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. https://t.co/Z1s2uSHUeG
#FinancialPlanning #Longevity #HolisticPlanning
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Join us for a webinar featuring Nationally recognized longevity expert & medical professional, Dr. Stephen Anton & @FabriceBraunrot. https://t.co/MCRD4tlaGj
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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
What's the best way to make your health savings account (HSA) grow and last a long time? Invest your money rather than park it in cash.
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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
On average, Americans have $65,800 in savings in 2020, up 10% from $59,737 in 2019, a Northwestern Mutual study found.
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"What if you had the ability to use individual data to project what healthcare needs and costs a client may encounter?" https://t.co/ii5ez6ufW5
#HealthCare #FinancialPlanning
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"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." https://t.co/GTjobDPSrq
#FinancialAdvisor #FinancialPlanning
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Join me, @steven_khuong , Eric Griego, and @jeffcain415 on Wednesday, June 24th, at 11am PST as we discuss #fintech solutions amidst the pandemic. https://t.co/hEngTWTFSG
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"The government often has a large impact on how retirement will be spent." https://t.co/Oj1VDB3XbT
#Longevity #FinancialPlanning
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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. https://t.co/0ecwhdkLrn
#financialadvisors #financialplanning
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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."
thinkadvisor.com
The CEO of Ritholtz Wealth says clients want to talk about both health and wealth during the COVID-19 pandemic.
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Client relationships can be tricky to navigate but the results of ongoing nurturing are well worth the effort and time. https://t.co/dRGgxX7UO6
#FinancialAdvisor #FinancialPlanning
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Four Ways to Incorporate Longevity Planning into your Practice https://t.co/tZzIkeDR6P
#FinancialPlanning #Longevity
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"Genivity’s HALO (Health Analysis & Longevity Optimizer) combines science and financial planning to better project a client’s future healthcare costs." https://t.co/BAdqBVil8J
#FinancialPlanning #HealthCare
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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. https://t.co/upMYn2xPu0
#fintech
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Tech to help advisers plan for more years of healthcare costs in retirement https://t.co/dCRNPnFy5d
#Longevity #Retirement #FinTech
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