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

Hereditary Health & Lifestyle Risk
Longevity Timeline
Active Healthy Working & Retirement Years
Extended Care Years
Lifetime Out-of-Pocket Care Costs *US only
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?

[US] Feet: Inches:

[AU] Centimeters

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?

[US] European African Asian Indian Hispanic Middle Eastern Other/Mixed

[AU] European African Asian Indian Hispanic Middle Eastern

Aboriginal Torres Strait Islander Other/Mixed

Note: Other/Mixed asks, "Approximately what per cent of each of the following ethnicities/ancestries?"

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 / Former

For Yes:

What do you smoke? Cigarettes/Cigars/Both
How many cigarettes do you smoke each day?

occasionally
< 10 cigarettes daily
10-19 cigarettes daily
Over 20 cigarettes daily

How many cigars do you smoke each day?

occasionally
1-2 cigars daily
3-4 cigars daily
5 or more cigars daily

For Former:

What did you use to smoke?

Cigarettes/Cigars/Both

How many cigarettes did you smoke each day?

occasionally
< 10 cigarettes daily
10-19 cigarettes daily
Over 20 cigarettes daily

How many cigars did you smoke each day?

occasionally
1-2 cigars daily
3-4 cigars daily
5 or more cigars daily

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:

What is your name (first, last)?

What is your email?

HALO Assessment Questions.pdf.pdf