Personalized Longevity Can Address Your Client’s Scariest Wealth and Health Pain Points with Heather Holmes (Ep. 46)
Are you ready to take longevity planning to the next level?
In this episode, Heather Holmes, the founder and CEO of Genivity, joins Jack Martin to explore the firm’s Health Analysis and Longevity Optimizer (HALO) and ways it’s revolutionizing longevity planning for advisors and their clients.
- The science behind HALO’s algorithm and the role of family health history when personalizing longevity planning
- HALO’s interactive assessment as a tool for advisors to engage clients in longevity (and healthcare) conversations
- The value of personalized projections and how they help advisors and their clients take action and make informed decisions
- Tangible ways advisors (like you!) can implement HALO into their business
- And more!
Connect with Heather Holmes:
Connect with Jack Martin:
About Our Guest:
Heather Holmes is the Founder and CEO of Genivity, an innovative WealthTech SaaS platform at the nexus of health and wealth for long-term financial planning and wealth management strategies. Heather leads the vision for Genivity and focuses on product design, business development, and fundraising. She brings a decade of sales, marketing, and market development experience to Genivity from her time in the medical device industry, working for Medtronic & Abbott Vascular.