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HALO Assessment Questions [Legal and Compliance]

With HALO's 6-component analysis, you can present your clients with a realistic scenario customised to their unique needs. 

6 Components of HALO

  1. Hereditary Health & Lifestyle Risk
  2. Longevity Timeline
  3. Active Healthy Working & Retirement Years
  4. Extended Care Years
  5. Lifetime Out-of-Pocket Care Costs *US only
  6. Total Care Spending Projections *US only

This curated set of assessment questions is designed to serve as a guiding framework for a discussion, allowing an advisor to gain valuable information into the client's background as they navigate the HALO questionnaire.

See below for a list of the assessment questions:

 

HALO Assessment Questions
Questions:  Answer Options (please circle or fill in):

What is your gender?

 

Male         Female

 

How old will you be this year (age)?

 

Age:

 

What is your height?

 

Feet:         Inches:

 

How much do you weight?

 

Weight: 

 

Pick the option that matches closet to your body type?

                                            

Slim     Athletic     Muscular    Pear

 

Which of the below best describes your ethnicity/ancestry? 

European     African     Asian    Indian    Hispanic    Middle Eastern   Other/Mixed

 

How many times per week do you exercise moderately or more for at least 30 minutes? 

 

 

0 – 2,      3 – 5,      6+

Do you smoke?

 

Yes  /  No

How many servings of fruits or vegetables do you eat in a typical day?

 

3 or fewer,    4,    5 – 6,    7 or more

How would you describe your weekly drinking habits?

For women:

  • None: No alcohol consumption.

  • Moderate: 1 drink or less per day for women.

  • Heavy: 8 drinks or more per week for women.

 

For men: 

  • None: No alcohol consumption.

  • Moderate: 2 drinks or less per day for men.

  • Heavy: 15 drinks or more per week for men.

Who do you turn to for Emotional Support?

Myself,      Spouse,      Family,      Friends

 

How often do you visit a doctor each year (including specialists, dentists, and other medical professionals)?

1 – 3,      4 – 5,      6 +

Have any of your immediate family members (parents, siblings, children, or yourself) been diagnosed with Cancer?

Yes / No

 

If yes, what type of cancer:

Have any of your immediate family members (parents, siblings, children, or yourself) been diagnosed with Alzheimer's or Severe Dementia? 

 

Yes / No

Have you or any of your immediate family members (parents, siblings, or children) been diagnosed with Type 2 Diabetes?  

 

Select 1 answer:

Self,   Family,   Both,    None

Have you or any of your immediate family members (parents, siblings, or children) been diagnosed with Heart Disease?  

 

 

Select 1 answer:

Self,   Family,   Both,    None

Have you or any of your immediate family members (parents, siblings, or children) been diagnosed with a Stroke? 

 

 

Select 1 answer:

Self,   Family,   Both,    None

When would you like to retire? If already retired, select the age you were when you retired.

 

 

 

Where would you like to retire (which state)? 

 

 

 

What age did your parents and grandparents live to?  If they are still alive, please leave their section blank.

 

 

Mother:

Father:

Maternal Grandmother:

Maternal Grandfather:

Paternal Grandmother:

Paternal Grandmother:

What is your name (first, last)?

 

 

  

What is your email? 

 

 

  
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