Effectively informing your existing clients about HALO is crucial to the process. One effective way to introduce HALO to existing clients is to email them a link to the HALO assessment.

Below are sample email templates advisors can use with existing clients:

[US] Existing Client Email HALO Invitation [Email Template]

Subject: Plan around YOUR health!

Body:

Dear <Client Name>,

One of the key aspects we’re planning for in your retirement is health and care costs. Most advisors base their estimates on the average person, but you’re not average.

That’s why we use HALO - the Health Analysis and Longevity Optimizer. HALO brings science to our health and care cost projections. By taking a quick, five-minute assessment, you’ll receive personalized predictions to help us plan for your future.

After you complete the assessment, we’ll discuss the results together!

Take the assessment! [embed your HALO link into the Take the Assessment statement]

Thank you,

[AU] Existing Client Email HALO Invitation [Email Template]

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