Getting started
- Lumiant HALO Product Overview [Product Guides]
- Starting a Longevity Conversation- Conversation [Getting Started]
- Halo Value Proposition for Advisors [Getting Started]
- HALO Advanced Action Step Tip #2 [Best Practices]
- HALO Advanced Action Step Tip #1 [Best Practices]
- Increasing Client Longevity - Dr. Amy, Genivity [Getting Started]
- Halo Conversation Starters [Getting Started]
- Introducing HALO in your client meetings [Best Practices]
- HALO Customer Use Cases Matrix [Getting Started]
- Halo Advisor Checklist [Best Practices]
- HALO Care Cost Planner Client Quick Start Guide [Getting Started]
- Ideal HALO Client Profiles [Getting Started]