Genivity Onboarding Case Study - Genivity

Win More Financial Planning Clients with Genivity HALO: A Case Study

In a world where nearly anyone can call themselves an insurance or financial advisor, it is more important than ever to stand out from the crowd in the eyes of prospective (and current) clients.

Showing your prospects a customized prediction that is based on their ancestors’ health histories is one way to create a truly personalized plan that highlights the likelihood of needing long-term care – as well as the associated costs – as versus simply relying on averages. This can be easily accomplished by using the Genivity HALO process​.

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