We recently announced our acquisition and partnership with Lumiant, a leading advice platform for financial advisors. With it, Lumiant gains access to Genivity’s flagship product, HALO, which provides personalized healthcare cost projections based on a client’s unique health history and lifestyle choices.
Providing Financial Advisors with a Holistic View of Planning and Advice
Lumiant’s acquisition of Genivity is a perfect match, as we both share a commitment to providing financial advisors with a holistic view of planning and advice. With HALO, advisors can better understand the impact of their clients’ healthcare costs on their overall financial plan, allowing them to provide personalized advice that takes into account a client’s unique health history and lifestyle choices.
Enhancing Financial Advice with Personalized Projections
Our acquisition will enable Lumiant to enhance its financial advice offerings with personalized projections that take into account a client’s lifestyle, longevity, and legacy choices. HALO provides advisors with the ability to project their clients’ future healthcare costs, taking into account factors such as their medical history, family history, and lifestyle choices. With this information, advisors can help clients plan for their healthcare costs and make informed decisions about their financial future.
Lumiant’s acquisition of Genivity represents a significant step forward for financial advisors looking to provide their clients with a more holistic view of planning and advice. With HALO, advisors can provide personalized projections that take into account a client’s unique health history and lifestyle choices, enabling them to make informed decisions about their financial future.
To read more about the acquisition and the story of how Genivity got to this point in the marketplace, check out the full press release.