Client Brochure 


The HALO client-facing brochure is an invaluable tool for businesses looking to help their clients achieve a healthy retirement with personalized projections. This guide will walk you through how to use the HALO brochure to generate interest among your clients and guide them towards taking the HALO assessment. By attaching the PDF to an email and including your business details and HALO assessment URL link, you can provide a personalized experience that will engage your clients and demonstrate the value of HALO.


Next Steps

Step 1: Obtain the HALO Client-Facing Brochure

To get started, download the attached HALO Assesment Client One-pager PDF.  This brochure will serve as the foundation for creating a white-label version that incorporates your business details and the HALO assessment URL link.

Step 2: Personalize the Brochure

With the help of your Customer Success Manager, you can customize the brochure by inserting your business details and the specific HALO assessment URL link. This step is crucial as it ensures that the brochure reflects your brand identity and directs clients to the correct assessment.

Step 3: Arrange for Personalization or DIY

Your Customer Success Manager can arrange for the brochure's personalization on your behalf. Alternatively, if you prefer to handle it yourself, you can download the attachment and utilize PDF editing tools such as Adobe or Canva to insert your business details and the HALO assessment URL link.

Step 4: Craft an Engaging Email

Compose an email to your clients highlighting the importance of health and care costs in financial planning. Emphasize that HALO provides personalized projections based on their unique circumstances. Explain the benefits of taking the HALO assessment and how it can help them plan for a healthy and fulfilling retirement. Use our suggested email template below, or see more here

Suggested email template

Subject: Elevate Your Retirement Plan with HALO Assessment!

Dear [Client Name],

I trust this message finds you in good health. We're thrilled to introduce a powerful tool to enhance our financial planning – the Health Analysis and Longevity Optimizer (HALO).

Navigating health and care costs in retirement is a critical aspect of our planning journey, and HALO is designed to provide personalized projections tailored to your unique situation. Building on our collaborative Financial Plan, HALO allows us to delve deeper into understanding the pivotal role health plays in shaping your retirement years.

Quick HALO Overview:

What is HALO?

  • HALO, the Health Analysis and Longevity Optimizer, delivers swift, personalized projections for health and care costs in retirement. A brief, five-minute assessment is all it takes, providing invaluable insights for ensuring a healthy and financially secure retirement.


  • Unlike conventional estimates based on averages, HALO refines its projections to align with your specific health profile, offering a precise representation of potential future health-related expenses.

Getting Started:

  • Open the attached PDF featuring a QR code.
  • Scan the code to access the HALO assessment instantly.
  • Complete the brief, five-minute assessment.
  • Expect a summary, with a detailed report emailed directly to me.
  • Let's schedule a follow-up to discuss the results and integrate them into our ongoing planning efforts.

[Insert HALO link here]

By engaging in this assessment, you're proactively shaping your health-centered retirement plan. I am confident that this added insight will significantly enhance our planning discussions.

I eagerly anticipate our discussion on the results and their integration into our ongoing financial planning efforts. Should you have any questions or require assistance, don't hesitate to reach out.

Here's to your continued health and prosperity,

[Your Full Name]

[Your Title]

[Your Contact Information]

[Practice Address]

[Practice Phone]

[Practice Email]

[Practice Website]


Step 5: Attach the Personalized HALO Brochure

Attach the personalized HALO brochure to the email, ensuring that it is prominently featured. Briefly describe the contents of the brochure and how it can assist clients in visualizing their future retirement needs. Encourage them to take the HALO assessment. Review the personalized longevity projection, schedule a meeting to discuss the results, and make a plan together.

Step 6: Follow-Up and Support

Remind your clients that you are available to discuss the assessment results and provide further guidance based on their personalized projections. Encourage them to reach out with any questions or concerns. Provide your contact information, including your name, phone number, and website.

To secure an appointment, use our Request for appointment following the HALO Assessment [Email Templates]  to engage your client to book an appointment. 


By utilizing the HALO client-facing brochure and customizing it to reflect your business, you can effectively generate interest among your clients in taking the HALO assessment. The personalized longevity projections and insights obtained through HALO will enable you to help your clients plan for a healthy and financially secure retirement.

For further assistance or support, contact, and the friendly Lumiant team will be happy to assist you. Take the next step in empowering your clients to see the future and plan for it by encouraging them to take the HALO assessment today.




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