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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How It Works
Talk about health.
Wealth is important, but 98% agree health is their most important asset.1
Include the whole family.
Responsibility for aging parents is the number one concern for Millenials and Gen Xers.2
Make a plan, together.
When families have a say in the plan, they trust it. And they'll trust you, too.
Understand each client's unique health risks, projected care costs, and include them in your plan.Learn How
Show the family you care as much about their well-being as you do about their wealth.
It's been enlightening 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