Genivity

@Genivity

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

Vrijeme pridruživanja: svibanj 2016.

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  1. 3. velj

    "Genivity’s HALO (Health Analysis & Longevity Optimizer) combines science and financial planning to better project a client’s future healthcare costs."

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  2. proslijedio/la je Tweet
    28. sij

    Congratulations to for their partnership with to deepen client relationships and financial wellness!

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  3. 23. sij

    Exciting news: we're partnering with to enable our HALO planner solution in their customizable client portal. is already using it to deepen client relationships so advisors can succeed in the new wealth management era.

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  4. 13. sij

    Tech to help advisers plan for more years of healthcare costs in retirement

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  5. 18. pro 2019.

    We’re excited to announce that we were selected by two partners as finalists for their program! We can’t wait to work with both enterprise partners in 2020!

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  6. 2. pro 2019.

    "In an unstable world of health care costs, we’re proud to find new ways to deepen client relationships, implement data-driven decisions, grow assets and, ultimately, have your clients worry less."

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  7. 28. stu 2019.

    This article answers the question, "How do I start a conversation about my family health history?" This is especially useful to share with clients around the holidays. Read more 👉

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  8. 25. stu 2019.

    "These strategies will enable you to put a deeper focus on longevity planning for your clients along with their retirement plan."

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  9. 22. stu 2019.

    "The idea is to assist advisers with uncomfortable conversations about longevity planning."

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  10. 18. stu 2019.

    Just published a new article: Genivity Wins UBS Future of Finance Competition

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    11. stu 2019.

    presented next They are an FIS accelerator graduate (July 19) & just won the prodigious UBS Future of Finance Challenge 2019. Talk about having the right product at the right time! Another presentation from week.

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  12. 7. stu 2019.

    Our team is at the NAEPC Advanced Strategies Conference in Las Vegas this week and had a chance to sit in on many informative sessions. This one was on the topic of the legal and ethical responsibilities associated with life settlement.

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  13. 6. stu 2019.

    We're excited to be exhibiting at this year's NAEPC Advanced Strategies Conference in Las Vegas. If you're in town, we'd love for you to stop by our table!

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  14. 25. lis 2019.

    There Is No Good Excuse for Failing to Have a Contingency Plan

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  15. 22. lis 2019.

    If your clients are thinking about an early (or on time) retirement, it may be time to review their plan for health care costs.

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  16. 17. lis 2019.

    "Contingency plans should include not only the beneficiary information and current contingency partners but also reflect the current valuation of the business."

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  17. 15. lis 2019.

    "Healthy living including staying engaged physically, socially, and cognitively can reap substantial personal financial rewards by allowing seniors to work longer and cut medical bills."

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  18. 14. lis 2019.

    "In a relationship-based market, you need to make sure your clients think the world of you."

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  19. 14. lis 2019.

    Health care costs can derail even the best of retirement plans. Learn more about protecting your clients.

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  20. 11. lis 2019.

    "The good news about contingency planning is that as clients begin to age, more of them are asking advisors about their plans for the future."

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