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Earn the trust of the next generation.
Financial planning for health is the key to retaining heirs as clients. Genivity makes it easy.
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GENIVITY HALO
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Genivity HALO
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Understand each client’s unique health risks, projected care costs, and include them in your plan.
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COMING SOON…
Show the family you care as much about their well-being as you do about their wealth.
How It Works
Make a plan, together.
When families have a say in the plan, they trust it. And they’ll trust you, too.
Include the whole family.
Responsibility for aging parents is the number one concern for Millenials and Gen Xers.2
Talk about health.
Wealth is important, but 98% agree health is their most important asset. 1
95% of children take their inheritance and run.
Do something about it.3
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OUR PARTNERS
It’s been enlighting for my clients to see how much their lifestyle choices can impact their results.  
MARTHA, ADVISOR IN MICHIGAN
Genivity Family
Show the family you care as much about their well-being as you do about their wealth.
COMING SOON…
OUR PARTNERS
How It Works
Make a plan, together.
When families have a say in the plan, they trust it. And they’ll trust you, too.
Include the whole family.
Responsibility for aging parents is the number one concern for Millenials and Gen Xers.2
Talk about health.
Wealth is important, but 98% agree health is their most important asset.1
Genivity HALO
Learn How
Understand each client’s unique health risks, projected care costs, and include them in your plan.
Earn the trust of the next generation.
Financial planning for health is the key to retaining heirs as clients. Genivity makes it easy.
It’s been enlighting for my clients to see how much their lifestyle choices can impact their results.  
MARTHA,
ADVISOR IN MICHIGAN
95% of children take their inheritance and run. Do something about it. 3
Demo Genivity HALO Today
1. 2015 U.S. Trust Insights on Wealth and Worth  
2.Today's Affluent Investors: Insights & Opportunities, Vanguard, 2014  
3.Think Advisor (2016, March 1). How Advisors Can Stop Losing Clients’ Heirs as Clients. Retrieved March 16, 2017
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Genivity is designed to complement, not replace, the relationship between you and your financial advisor or physician. Our aim is to promote individual responsibility for health and wealth and not to offer financial or medical advice. The website is intended for a general audience.
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