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 National Family Health History Day. Though Thanksgiving has passed, we think that the holiday season is a great time to continue the conversation about family health history.
This holiday season, start the conversation with your own family and then talk with us about how we can help you bring these critical conversations to your clients to help grow your practice.
Helping your clients learn how to better engage in these important conversations around health and wealth with their family members should be an important part of your practice.
Learn more about Genivity’s F.A.C.E. method for having difficult conversations.
What’s New With HALO by Genivity?
As always, we are hard at work behind-the-scenes making HALO an even more valuable product for you and your clients. Here are some updates we released this month:
- Faster Way to Get Clients Started: When you email HALO directly to your client it takes them to the 1st question in the assessment. (Big thanks to Evan Levine from Complete Advisors for this suggestion!
- Projected Assisted Years (DAL): Rather than rounding that number up or down, the client snapshot and PDF report now display the detailed number of projected assisted years so that it is consistent across results.
- Probability of Living to 100, 95, 90: We’ve expanded our longevity projections to better manage a client’s AUM. (Thanks again Evan for this idea!)
Top 5 Articles Connecting Health & Wealth
Send one to your clients!
Genivity on CNBC’s Power Lunch
Our CEO Heather Holmes was featured on CNBC’s power lunch to discuss longevity concerns and the impending retirement crisis.
Watch now!
We’d love to meet you!
The Genivity family is often out and about at events near you. If you’ll be attending any of these events, we’d love to schedule a time to meet!
Will you be at one of these events? Let’s connect!
Where We’ve Been
What can we say, we love talking about health & wealth with people! It’s been a busy couple of months and we hope we’ve had a chance to meet you along the way.
Recent Events
- October – FPA National Conference
- November – Money2020
- November – FPA Illinois Conference
