Life has unexpected events, that’s why it’s critical to consider potential health risks when developing a financial plan.
Health and wealth are closely knit together in financial planning. When creating your plan, get started by asking yourself the following questions:
How HALO can help
HALO by Genivity is a health analysis and longevity optimizer that helps you:
What impact could your health have on your future wealth?
Take the HALO assessment to help you determine future health care costs.
Note: This link will take you to Genivity’s website to answer health and lifestyle questions in order to create a health care cost analyses report. You will receive a summary, and the full report will be emailed directly to your Advisor, who will contact you to discuss the report and its effect on your financial plan.
For more information or if you have questions, please contact me