Breakthrough Advisor

Breakthrough Advisor


Personalized Longevity Can Address Your Client’s Scariest Wealth and Health Pain Points with Heather Holmes (Ep. 46)

June 28, 2023

In this episode, Heather Holmes, the founder and CEO of Genivity, joins Jack Martin to explore the firms Health Analysis and Longevity Optimizer (HALO) and ways its revolutionizing longevity plannin