HALO by Genivity - Genivity
How Halo Works
Advisors and clients revisit their plans, together.
Whatever your targets were before, they were too low. Now that you know the real numbers, rebuild clients’ plans to make sure they get there.
HALO projects clients’ health and care costs.
We use science to personalize cost projections to each client’s unique lifestyle, health and longevity.
Clients take the HALO assessment.
HALO’s self-guided assessment collects all of the information you need without an uncomfortable conversation about client health.
Genivity’s HALO assessment is the fastest, easiest way to plan for a lifetime of health and care costs.
Health Analysis and Longevity Optimizer
Halo
It’s been enlighting for my clients to see how much their lifestyle choices can impact their results.  
MARTHA,
ADVISOR IN MICHIGAN
Protect AUM by protecting clients from health and care costs.

Demo 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
Copyright ©2018 Genivity, Inc   Security and Privacy
Terms of Service
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.
OUR MISSION
Request a Demo
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Embed HALO on your own website.
Don’t have one? We’ll host it for you. Either way, HALO will look like your assessment, not ours.
Share HALO with your clients.
Encourage clients to take the assessment whenever they have a few free minutes.
Use HALO for prospecting.
HALO sends you the full report, but clients and prospects only receive a snapshot. They have to talk to you to learn more.
Implementation is Easy
FAMILY HEALTH RISKS
See a preview of what trouble may come, so you can put together a gameplan years in advance.
PROJECTED ACTIVE YEARS
PROJECTED ASSISTED YEARS
PROJECTED LONGEVITY
PROBABILITY OF LIVING TO 100
LONGEVITY OPTIMIZER
PROJECTED OUT-OF-POCKET CARE COSTS
PROJECTED ASSISTED YEARS CARE COSTS
Request a Demo
Demo Genivity
Health Analysis and Longevity Optimizer
Genivity’s HALO assessment is the fastest, easiest way to plan for a lifetime of health and care costs.
HEALTH = WEALTH BLOG
GENIVITY HALO
ABOUT US
How Halo Works
What is in a HALO Report
Advisors and clients revisit their plans, together.
Whatever your targets were before, they were too low. Now that you know the real numbers, rebuild clients’ plans to make sure they get there.
HALO projects clients’ health and care costs.
We use science to personalize cost projections to each client’s unique lifestyle, health and longevity.
HALO brings science to financial planning to create personalized projections about your clients’ health and care costs.
Clients take the HALO assessment.
HALO’s self-guided assessment collects all of the information you need without an uncomfortable conversation about client health.
Protect AUM by protecting clients from health and care costs.

Demo HALO Today
It’s been enlighting for my clients to see how much their lifestyle choices can impact their results.  
MARTHA, ADVISOR IN MICHIGAN
Halo
1
2
3
Implementation is Easy
Use HALO for prospecting.
HALO sends you the full report, but clients and prospects only receive a snapshot. They have to talk to you to learn more.
Share HALO with your clients.
Encourage clients to take the assessment whenever they have a few free minutes.
Embed HALO on your own website.
Don’t have one? We’ll host it for you. Either way, HALO will look like your assessment, not ours.
FAMILY HEALTH RISKS
See a preview of what trouble may come, so you can put together a gameplan years in advance.
PROJECTED ACTIVE YEARS
PROJECTED ASSISTED YEARS
PROJECTED LONGEVITY
PROBABILITY OF LIVING TO 100
LONGEVITY OPTIMIZER
PROJECTED OUT-OF-POCKET CARE COSTS
PROJECTED ASSISTED YEARS CARE COSTS

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