Genivity

#AI SaaS platform helping #advisors engage & retain clients & connect with next generation heirs by analyzing family health risks and care costs.

[Genivity @Genivity]

We have exciting news to share! We have been acquired by @Lumiant_io, a leading advice & engagement platform for financial advisors. With Lumiant, HALO will be coupled with a broader suite of tools that will allow clients to live better, longer, on purpose.https://t.co/PJyotiNSdc

[Genivity @Genivity]

Our own @HeatherHolmes1 will be joining Dr. Amy to host this webinar. Let us know if you'll be joining us -- lots of actionable takeaways!

[Dr. Amy D’Aprix @DrAmyDAprix]

Join us for Increasing Longevity: Enhance Client Loyalty by Addressing Long-term Health – the 1st in our Trusted Advisor of Choice Webinar Series. We promise an exciting new way to engage clients AND a reference takeaway. Bonus: 1 CFP Board CE! https://t.co/laWDEkLo89 #advisors

[Genivity @Genivity]

“Advisors need to rethink how they talk to clients about the non-financial implications of their decisions and then tie it back to money.” This and more insights from @DrAmyDAprix in our most recent article. #retirementplanning https://t.co/zUKoPyBg2Q

[Genivity @Genivity]

[Webinar Reminder] 👉 Longevity & its Effect on Client Financial Plans - https://t.co/zPteIuo1B0

[Genivity @Genivity]

[Webinar] 👉 Longevity & its Effect on Client Financial Plans - https://t.co/KuaSt3vi44

[Genivity @Genivity]

[Webinar] 👉 Longevity & its Effect on Your Clients' Financial Plans - a discussion with longevity expert Dr Stephen Anton. Learn how to help your clients live well longer with longevity planning. https://t.co/Z1s2uSHUeG #FinancialPlanning #Longevity #HolisticPlanning

[Genivity @Genivity]

Join us for a webinar featuring Nationally recognized longevity expert & medical professional, Dr. Stephen Anton & @FabriceBraunrot. https://t.co/MCRD4tlaGj

[Genivity @Genivity]

Have you tapped the power of your HSA? Find out if you are taking advantage of all this investing vehicle has to offer. #HSA #RetirementPlanning https://t.co/c6GHBIjgqS

[Genivity @Genivity]

Are you saving more than ever but also more anxious about what an unplanned medical emergency would do to your #retirement savings? You're not alone. https://t.co/yzRor5QTwl

[Genivity @Genivity]

"What if you had the ability to use individual data to project what healthcare needs and costs a client may encounter?" https://t.co/ii5ez6ufW5

#HealthCare #FinancialPlanning

[Genivity @Genivity]

"If you have a few that are reticent to trust you or you have simply fallen behind with a little bit, here are some tips on how to establish or reestablish that trust." https://t.co/GTjobDPSrq

#FinancialAdvisor #FinancialPlanning

[Genivity @Genivity]

Join me, @steven_khuong , Eric Griego, and @jeffcain415 on Wednesday, June 24th, at 11am PST as we discuss #fintech solutions amidst the pandemic. https://t.co/hEngTWTFSG

[Genivity @Genivity]

"The government often has a large impact on how retirement will be spent." https://t.co/Oj1VDB3XbT #Longevity #FinancialPlanning

[Genivity @Genivity]

How do you plan for a financial meltdown? You don’t. But having a well-crafted plan is the best way to weather any storm and ultimately, a financial gift you can give your clients. https://t.co/0ecwhdkLrn #financialadvisors #financialplanning

[Genivity @Genivity]

The intersection of health and wealth has never been clearer. Some solid advice from @ReformedBroker "Lead discussions with questions about the physical and mental health of each client and their family members. This is the most important thing right now." https://t.co/weq1BwFNjM

[Genivity @Genivity]

Client relationships can be tricky to navigate but the results of ongoing nurturing are well worth the effort and time. https://t.co/dRGgxX7UO6 #FinancialAdvisor #FinancialPlanning

[Genivity @Genivity]

Four Ways to Incorporate Longevity Planning into your Practice https://t.co/tZzIkeDR6P #FinancialPlanning #Longevity

[Genivity @Genivity]

"Genivity’s HALO (Health Analysis & Longevity Optimizer) combines science and financial planning to better project a client’s future healthcare costs." https://t.co/BAdqBVil8J #FinancialPlanning #HealthCare

[Genivity @Genivity]

@MassChallengeFT @ASmarterLook Thank you for your continued support!

[Genivity @Genivity]

@ASmarterLook We're looking forward to helping advisors succeed in the new era of wealth management and to our continued partnership!