Grow your AUM in 2018 with Genivity | Genivity Family Journal

Here’s a Genivity longevity optimizing fun fact: Today’s typical lifespan is much longer than it was a few generations ago. In 1900, the average life expectancy was 49 years. Now, it’s almost 79 years. And while that’s the average lifespan, your clients aren’t average. Are you helping your clients plan accordingly?

Grow Your AUM in 2018!

With the new year just days away we want to take a quick moment to share how HALO can help you achieve your growth goals in 2018! While we have a lot of fun and useful solutions in the works, we also know it’s going to be a banner year for you and your clients. HALO can help you grow your AUM in 2018 and we’ve dedicated December’s newsletter to get you started off on the right foot. Read on for more of our tips for improving your AUM and using Genivity’s HALO assessment to help you better plan for your clients’ future.

Take Action with your Clients Today!

What will you do differently in 2018? Here are a couple of ideas to get you started: It’s easier to solve existing client needs rather than always trying to add more clients to your book of business. Action Step: Asking about your client’s health or the health of their loved ones can help you re-profile clients and uncover new planning opportunities. Health can change in a heartbeat and those changes or additions always provide new opportunities to plan for. If you knew that 70%* of your clients would lose the majority of their retirement savings, what would you do? Action Step: Revisit your current solutions and planning strategy. The cost of care will devastate most financial plans unless you step in with a solution. Genivity is here to help you protect clients from health and care costs. We leverage science and big data to create personalized projections – the key to a successful plan.

What’s New With HALO by Genivity?

Here are a couple of product updates:

Alzheimer’s & Dementia: HALO now includes both Alzheimer’s and Dementia to further improve the accuracy of our results (released in December)
Probability of Living To: coming in January you will have increased visibility into your client’s health and care cost planning needs including being able to plan for the probability of living to any year beyond your current one (as requested by our clients!)