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Kick-Off 2018 with the Genivity Family Journal

Kick-Off 2018 with the Genivity Family Journal

by Ashley Flitter | Feb 26, 2018 | Genivity Journal

Here’s a Genivity longevity optimizing fun fact: Today’s typical lifespan is much longer than it was a few generations ago. In 1900, the average life expectancy was 49 years. Now, it’s almost 79 years. And while that’s the average lifespan, your...
November Genivity Journal – What’s New at Genivity

November Genivity Journal – What’s New at Genivity

by Ashley Flitter | Nov 28, 2017 | Genivity Journal

Each month, we at Genivity want to share with you what we’ve been working on, important conversations happening in the industry, and where you can meet us. Here’s what Genivity has been up to this month! National Family Health History Day Thanksgiving was...
Genivity on Bootstrapping in America

Genivity on Bootstrapping in America

by Ashley Flitter | Nov 20, 2017 | Announcements, Genivity Journal

Bootstrapping in America is a production of Tasty Trade, a financial network that focuses on providing informative content from financial experts. On this episode, Heather Holmes, founder of Genivity, talks about how Genivity is helping people optimize their longevity...
Fintech Rising: Planning for Health Risks

Fintech Rising: Planning for Health Risks

by Ashley Flitter | Oct 20, 2017 | Announcements, Genivity Journal

Collin Canright of Fintech Rising caught up with Genivity to discuss how Genivity HALO helps financial advisors and their clients plan for health risks when planning for retirement. From the article: “Genivity provides a map that can help clarify the uncertain...
CNBC: The One Expense You Don’t Think About

CNBC: The One Expense You Don’t Think About

by Ashley Flitter | Sep 22, 2017 | Announcements, Genivity Journal

Heather Holmes, Genivity CEO, discusses the part of retirement that most people don’t think about: long-term medical care in this interview on CNBC. She talks about how most financial advisors and their clients bypass health care costs in retirement or...
In the News: Heather Holmes’ Microsoft Interview

In the News: Heather Holmes’ Microsoft Interview

by Ashley Flitter | Aug 14, 2017 | Announcements, Genivity Journal

During her time in the WiSTEM program at 1871 Chicago, Heather met with Adam Hecktman of Microsoft to discuss Genivity and how by connecting health and wealth planning, advisors and their clients could create more effective and realistic plans while turning the...
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