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Dr. Joseph Coughlin, Executive Director of MIT AgeLabs
We are living in unprecedented times with managing the cost of health care. According to a recent poll by the Robert Wood Johnson Foundation and the Harvard T.H. Chan School of Public Health, 42 per cent of Americans have spent all or most of their personal savings to pay for medical expenses and 26 per cent state that healthcare costs have caused a serious financial problem. New Department of Labor regulations on fiduciary standard of care is ushering in new levels of change never seen before in our times.
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3. Protecting your clients’ assets with proper insurance, legal and tax support related to health conditions and health care requirements ensures the client’s assets are not completely depleted during retirement.
HALO Process Flow with Your Existing Client Base
Below is a step-by-step guide for integrating HALO into your workflow with existing clients.
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□ Incorporate an invitation to take the HALO assessment when you schedule annual reviews with your client base. Recommend clients take HALO annually because results alter based on the clients’ behavioural changes.
HALO Process Flow for Lead Generation
Below is a step-by-step guide for integrating HALO into your workflow for generating leads.
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□ Incorporate an invitation to take the HALO assessment when you schedule annual reviews with your client base. Recommend clients take HALO annually because results alter based on the clients’ behavioural changes.
Conclusion
Our aim is to make using HALO as seamless as possible. If you have any suggestions for how we can improve your utilization of the HALO assessment or any support materials you think will help you be more effective in reaching your clients’ health and wealth planning needs, we want to hear from you. Please contact us by email support@lumiant.io or through our website with your suggestions and comments, and we will get back to you right away. We look forward to hearing from you and working with you as you serve your clients’ health and wealth planning needs.
For a step by step guide, download the attachment for easy workflow you can follow.