Genivity founder, Heather Holmes, sat down with Douglas Heikkinen of Iris to discuss how Genivity HALO can help financial advisors better talk to their clients about longevity.
In the interview, they talk about:
  • What is Genivity
  • How it helps Advisors with client planning
  • What it’s important for Advisors to pay attention to it now
You can read the full story or watch the interview here.