Genivity founder, Heather Holmes, sat down with Cindy Taylor of FinTek to discuss what sets Genivity apart within the fintech sector, some of the most pressing issues within financial planning today, and how companies and customers are adapting to the innovative technology.
From the interview:
“Nearly three in four older adults say one of their top fears in retirement is out-of-control costs for health care. That’s a clear opportunity for an advisor to step in and show their value by helping clients discuss and plan for care costs while also putting the family’s mind at ease by helping them understand their parent’s plans for care in retirement and how the advisor is helping their parents protect that plan.”
Continue reading the full interview.