HALO
- Getting Your HALO Assessment Embedded on Your Website
- Lumiant HALO Product Overview [Product Guides]
- Halo Value Proposition for Advisors [Getting Started]
- [US] HALO Advanced Action Step Tip #2 [Best Practices]
- HALO Advanced Action Step Tip #1 [Best Practices]
- Increasing Client Longevity - Dr. Amy, Genivity [Getting Started] See all 10 articles
Getting started
- [US] Advisor Guide: Health Analysis Longevity Optimizer Report [How-Tos]
- [US] Snap Shot Advisor’s Guide to Reading a Client’s HALO Report [Product Guides]
- [US] Advisor’s Guide to Reading a Client’s HALO Report [Product Guides]
- [US] Your Client’s HALO Report Definitions of Care: Years of Assistance [Best Practices]
Reading a HALO report
- THE SCIENCE BEHIND HALO: THE HALO APPROACH [Best Practices]
- A Heuristic Approach to Longevity & Health Planning [White paper] [Best Practices]
- HALO Methodology [Product Guides]
- The Science Behind Lumiant: The HALO Approach [Best Practices]
- The Science Behind HALO: How the Outputs are Created, A working Example. [Product Guides]
The Science behind HALO
- [US] HALO + eMoney Data Modeling [Product Guides]
- [US] HALO + MoneyGuidePro Data Modeling [Product Guides]
[US] HALO Data Modeling
- Starting a Longevity Conversation- Conversation [Getting Started]
- Halo Conversation Starters [Getting Started]
- Introducing HALO in your client meetings [Best Practices]
HALO Conversations
- HALO Customer Case studies [Best Practice]
- How-To Fit HALO into Your Workflow [How-Tos]
Integrating HALO into your process
- HALO Client Marketing Guide [Best Practices]
- HALO Lead Nurturing Email Series; Email Campaign for Leads/Prospective Client [Email Templates]
- HALO Existing Client Email Series [Email Templates]
- Blog Post: Your Concerns Are Changing, So Should Your Longevity Plan [Best Practices]
- Blog Post: Shifting from Retirement Planning to Longevity Planning [Best Practices]
- HALO Blog Post: How We Can Help You Improve Your Financial Wellness [Best Practices] See all 15 articles