by Ashley Flitter | Last updated Nov 3, 2021 | Longevity
Genivity was proud to host Dr. Amy’s webinar on “Increasing Longevity: Enhance Client Loyalty by addressing long-term health.” Dr. Amy D’Aprix is an internationally renowned expert on lifestyle issues relating to retirement, aging, caregiving, and family dynamics....
by Ashley Flitter | Last updated Jun 7, 2021 | Life Events
Life transitions happen many times throughout a person’s life, but however prevalent they may be, they are still life-changing (or at least path-altering). And even though life transitions are numerous, we often believe they are less impactful than they actually are...
![Longevity and its Effect on Your Client’s Financial Plan [On-Demand Webinar]](/wp-content/uploads/2021/03/Longevity.png)
by Ashley Flitter | Last updated Apr 22, 2021 | Longevity
Retirement is more than just being worried about running out of money; it is the desire to live mid-life longer with independence and dignity. In this webinar, Stephen Anton, Ph.D. and Fabrice Braunrot discuss the changing landscape of financial planning with regards...
by Ashley Flitter | Last updated Mar 15, 2021 | Health and Wealth, Life Events
People are living longer, working longer, and are more uncertain about their retirement than ever. It’s clear that financial and retirement literacy is important for people of all financial and lifestyle situations. Knowing how your finances will hold up over time and...
by Stephen Dias | Last updated Dec 17, 2020 | Financial Planning
Conversations around elder care planning can be complicated; bringing up health and old age can be difficult for advisors. On the other hand, clients know it’s important, but don’t like to think about it. As painful as it is, elder care planning can not be ignored...
by Ashley Flitter | Last updated Oct 29, 2020 | Announcements, Health and Wealth
Now more than ever, consumers are thinking about their health and longevity and how their finances will be impacted by their health and lifestyle choices. While many things feel unknown right now, financial advisors can fill the existing gap with people who want help...
by Fabrice Braunrot | Last updated May 8, 2020 | Health and Wealth
Editor’s note: Recently, the Coronavirus pandemic hit close to home for the Genivity team. Fabrice, a close advisor to the Genivity team, is now recovered from COVID-19, but his experience has motivated us, even more, to drive conversations about the...
by Fabrice Braunrot | Last updated Apr 24, 2020 | Health and Wealth
Clients reward advisors who give them valuable gifts with their loyalty with more assets to oversee and with referrals. A good financial plan is just such a gift. Throughout the market volatility during Q1 of 2020, I have heard from a number of financial advisors that...
by Ashley Flitter | Last updated Apr 16, 2020 | Longevity
Global research firm, the Aite Group, recently announced the top 10 trends driving growth in Wealth Management for 2020. #4 on that list: Advisors Supporting Client Longevity! By 2020, one third of the US population will be 65 and older. As people live longer,...
by Ashley Flitter | Last updated Apr 15, 2020 | Financial Planning
In talking with many financial advisors and institutions over the years, groups have evolved at different rates in how they use technology in their practice. Some shun it completely beyond the bare minimum of portfolios and modeling. Some are excited about what...
