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How Advisors Can Better Talk to Clients About Longevity


We caught up with Heather Holmes, Founder and CEO of Genivity, stopped by to talk with us at the recent Morningstar Conference to discuss how advisors can earn the trust of the next generation.

Watch as she discusses:

  • What is Genivity
  • How it helps Advisors with client planning
  • What it’s important for Advisors to pay attention to it now
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