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Provide your clients with a full picture of their future health and wealth

Set a new Standard of Care with longevity planning, and give your clients personalized models backed by Genivity’s proprietary algorithms.

 

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How We Can Work for You

Engage Clients Digitally

Through our interactive assessment, embedded on your site.

Plan for Longevity

With personalized projections backed by scientific data.

Strengthen Client Relationships

By addressing the individual needs of each family.

“HALO is uniquely positioned as a leader in the area of planning for unexpected costs of healthcare.“

Daniel Hutcherson, Sortino Advisors

"Genivity HALO allows our advisors to deepen their client relationships."

Bill Martin, Chief Investment Officer, INTRUST Bank

"HALO helps Telemus be better financial planners. We now have information about the longevity of our clients that allows us to be more accurate with our financial projections."

Lyle Wolberg CFP®, Partner, Telemus Capital

Our Partners

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Financial planning based in science, not averages.