Lumiant acquires Genivity to guide clients on lifestyle, longevity, and legacy choices
Summary
Using these models, advisors and clients can better understand their options regarding improving their health and planning for care costs in retirement, enabling them to make more informed decisions. Instead, HALO covers all the most statistically important risk factors that affect longevity, healthspan, and years of disability or care, enabling advisors to be more accurate and personalized with their financial projections. Lumiant also intends to deeply integrate Genivity’s proprietary algorithms throughout its platform to provide lifestyle and health overlays across its advice engagement tools. For more information about how Lumiant helps advisory firms to differentiate their offerings, increase referrals, and drive revenue while fostering multi-generational relationships, visit www.lumiant.io or contact team@lumiant.io. Founded by a team of health care professionals with backgrounds in computational genetics, data science, and market development, Genivity provides leading financial institutions with data-driven insights to inform decision making and drive business growth across the household.