HALO
- Starting a Longevity Conversation- Conversation [Guide]
- Halo Value Proposition for Advisors
- HALO Advanced Action Step Tip #2
- HALO Advanced Action Step Tip #1
- Increasing Client Longevity - Dr. Amy, Genivity
- Halo Conversation Starters [Guide] See all 11 articles
Getting started
- Advisor Guide: Health Analysis Longevity Optimizer Report
- Snap Shot Advisor’s Guide to Reading a Client’s HALO Report [Guide]
- Advisor’s Guide to Reading a Client’s HALO Report
- Your Client’s HALO Report Definitions of Care: Years of Assistance
Reading a HALO report
- THE SCIENCE BEHIND HALO: THE HALO APPROACH [White paper]
- A Heuristic Approach to Longevity & Health Planning [White paper]
- HALO Methodology
- The Science Behind Lumiant: The HALO Approach
- The Science Behind HALO: How the Outputs are Created, A working Example.
- The Science Behind Lumiant HALO one-pager [client handout]
The Science behind HALO
- Marketing HALO to Existing Clients
- Marketing HALO to Prospective Clients
- Introducing HALO: Your Guide to Creating Interest and Taking the Assessment [Client Brochure]
- How to email a client about HALO [Email template]
- Request for appointment following the HALO Assessment
- Prospective Client Email HALO Invitation [Email Template] See all 8 articles