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 much could health care cost?


What are my options for paying for health care?


What are my projected health risks?


What’s my projected longevity?


How HALO can help?

Genivity created HALO, their health analysis & longevity optimizer to help your clients:

  • Plan for your most active and healthy years in retirement.
  • Determine how many years of additional daily care (in-home care/ assisted living facilities) they may need and what the estimated costs could be.
  • Estimate out of pocket care costs throughout their lifespan and how those costs may change during their different life stages.

Get Started!!

What impact could their health, and associated healthcare expenses, have on your clients' financial, retirement and estate planning?  Guide them through the HALO assessment to help you determine future health care costs.

Clicking on the icon below 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 you to share with your clients or the contact listed, to discuss the report and its effect on their comprehensive planning.





After completing the assessment, please contact us with questions about the results or to begin discussions about solutions to meet your clients' Long-Term Care Planning needs.

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