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Introducing Canned Templates to Support Your Retirement Planning Journey with HALO

Are you a financial advisor looking to enhance your clients' retirement planning experience? We understand that health and care costs play a significant role in shaping their future. However, relying on estimates based on the average person may not provide the personalized insights necessary for their unique circumstances. That's where HALO comes in.

 

HALO, the Health Analysis and Longevity Optimizer, is a revolutionary tool designed to help advisors like you tailor retirement plans specifically to your clients' needs. We are excited to introduce a series of canned templates that you can utilize to effectively engage your clients and prospective clients on social media platforms.

 

Post 1

Let’s plan around YOUR health!

One of the things we’re planning for in retirement is health and care costs. To do it, most advisors put together estimates based on the average person, but you’re not average. 

That’s why we use HALO - the Health Analysis and Longevity Optimizer. 

Take the Assessment

 

Post 2

HALO brings science to our health and care cost projections. Just take the quick, five-minute assessment, and we’ll get the personalized projections we need to plan for what’s coming.

After you take the assessment, we’ll talk through the results, together!

Take the Assessment

 

Post 3

You’re 5 minutes away from a healthier retirement...

Health and care costs are the biggest unknown in retirement planning. Most advisors base their estimates on the average person, but no client is average.

That’s why our practice uses HALO - the Health Analysis and Longevity Optimizer.

Take the Assessment

 

Post 4

HALO brings science to our health and care cost projections. Just take the quick, five-minute assessment, and we’ll get the personalized projections we need to make sure you enjoy a healthy retirement.

After you take the assessment, we’ll talk through the results, together!

Take the Assessment

 

 

These pre-written templates are designed to convey the key benefits of HALO and encourage your audience to take the assessment. By utilizing these templates, you can effectively communicate the advantages of personalized health and care cost projections, thereby attracting clients who seek a comprehensive retirement plan tailored to their unique circumstances.

 

Empower your clients and prospective clients with HALO and start planning for their healthier, more secure retirement today.

If you need any further assistance in marketing HALO please contact your Customer Success Manager. 

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