Quanitfying The Long-Term Care Need....

Life is full of unexpected events, but the need for care doesn't have to be one of them.  Are you ready to stop guessing or using "averages" for the potential duration, type, and cost of healthcare risks for clients? 


If so, now you can deliver data-driven, customized planning for them....



Life has unexpected events, that’s why it’s critical to consider potential health risks when developing a financial plan.  


What factors impact that longevity?


What are their projected health risks?


How can you quantify that risk for planning purposes?


How much could Medicare-excluded care cost my clients?


What are their options for paying for health care? 



How can HALO help?

Genivity created HALO, their Health Analysis & Longevity Optimizer to help your clients plan for their most active and healthy years in retirement.  The HALO will project their care needs for extended care excluded by Medicare, including duration and type/location of care, and provide an estimate for total out-of-pocket care costs throughout their lifespan and during their different life stages.  Find out what impacts their health and associated healthcare expenses by clicking on the "Take the HALO Assessment" icon above to create a HALO report for yourself.....

Get Started!!

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




After completing the assessment, please contact us to discuss the results or potential solutions to meet your clients' Long-Term Care Planning needs.

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