by Ashley Flitter | Last updated May 1, 2023 | Announcements
We recently announced our acquisition and partnership with Lumiant, a leading advice platform for financial advisors. With it, Lumiant gains access to Genivity’s flagship product, HALO, which provides personalized healthcare cost projections based on a...
by Ashley Flitter | Last updated Apr 26, 2023 | Announcements
We are excited to announce that Genivity has been acquired by Lumiant, a leading client experience and advice engagement platform for values-based financial advisors in the U.S. and Australian markets. The acquisition was recently finalized and we are now...
by Ashley Flitter | Last updated Jan 29, 2023 | Announcements
Genivity CEO, Heather Holmes, joined Brett Ramsey on a recent podcast episode of Handcrafting Your Retirement to talk about all things longevity, wealth, and elder care. Throughout the episode, Heather and Brett discuss how HALO helps clients with long-term financial...
by Ashley Flitter | Last updated Nov 10, 2022 | Longevity
As financial planners, you have a unique perspective on inflation. It doesn’t just affect the here and now, but it impacts the future of your clients’ money and what they may, or may not, be able to accomplish in retirement. At Genivity, we take a...
by Ashley Flitter | Last updated Nov 1, 2022 | Health and Wealth, Longevity
The recent resurgence topic of inflation has frustrated business leaders, politicians, and most of all consumers.Retirees, or those planning to retire, are no different. They are arguably impacted even more than those that can get a raise or find a better-paying job....
by Ashley Flitter | Last updated Oct 27, 2022 | Financial Planning, Your Money
At Genivity, we empower people to learn more about their genetics to better inform their decisions about financial planning. Longevity planning is a must for those on the threshold of retirement. This final phase of life should be full of excitement given that your...
by Ashley Flitter | Last updated Nov 3, 2021 | Longevity
Genivity was proud to host Dr. Amy’s webinar on “Increasing Longevity: Enhance Client Loyalty by addressing long-term health.” Dr. Amy D’Aprix is an internationally renowned expert on lifestyle issues relating to retirement, aging, caregiving, and family dynamics....
by Ashley Flitter | Last updated Jun 7, 2021 | Life Events
Life transitions happen many times throughout a person’s life, but however prevalent they may be, they are still life-changing (or at least path-altering). And even though life transitions are numerous, we often believe they are less impactful than they actually are...
![Longevity and its Effect on Your Client’s Financial Plan [On-Demand Webinar]](/wp-content/uploads/2021/03/Longevity.png)
by Ashley Flitter | Last updated Apr 22, 2021 | Longevity
Retirement is more than just being worried about running out of money; it is the desire to live mid-life longer with independence and dignity. In this webinar, Stephen Anton, Ph.D. and Fabrice Braunrot discuss the changing landscape of financial planning with regards...
by Ashley Flitter | Last updated Mar 15, 2021 | Health and Wealth, Life Events
People are living longer, working longer, and are more uncertain about their retirement than ever. It’s clear that financial and retirement literacy is important for people of all financial and lifestyle situations. Knowing how your finances will hold up over time and...
