Introducing HALO in your client meetings [Best Practices]
How to introduce HALO to clients
For this particular instance, let's assume that we may have already made a plan for
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your client. You can start by saying something like this to your client:
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Now that you have set the stage for the client
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and explained why you are trying to take their
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plan to the next level,
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present HALO to your client.
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You can say something like this:
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"So, what I'd like to suggest is that we have
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a pretty easy-to-follow assessment that asks you some questions about your lifestyle, about some health factors that you have in your family and about some
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behavioral factors. Then, we
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will input these answers into a
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very extensive model that
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will kick out
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a much
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more accurate sense of
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your life expectancy
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at the back end. On top of that, we will have a pretty good understanding of how much time you may need to spend in your elder
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years with various forms of assistance and what that might cost,
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mainly depending on where you choose to retire and where this might happen. Does that
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sound like something that you'd be up for?"
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Let's assume the client has agreed to take the assessment; you can then inform
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them on how to
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take it. You can say:
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