Collin Canright of Fintech Rising caught up with Genivity to discuss how Genivity HALO helps financial advisors and their clients plan for health risks when planning for retirement.
From the article: “Genivity provides a map that can help clarify the uncertain future that is a client’s health and enable financial advisors to bring a family together and participate in what’s often an uncomfortable conversation many would rather avoid. This new wave of technology marks a revolutionary way of seeing, and preparing for, the bright future ahead. As Holmes puts it, “I want each advisor to feel like a hero by bringing families together like this.””