AI SaaS Platform Connecting Health & Wealth
Advisors are in trouble. Studies show 90% of offspring fire their parents’ advisors upon receiving their inheritance (Fidelity) and 5 of the top 7 concerns of the affluent are health-related worries such as unexpected medical costs & how adult children will care for their aging parents. Reaching out to client’s heirs is not only a critical long-term business investment but imperative to new client growth.
Genivity engages families with a playful and gamified experience that looks across their lifespan and provides a glimpse into their future health and care costs. Having family discussions about health helps advisors bridge that gap, while also offering smarter long-term planning.