michael.pendergrass
Acronym
Lumiant
Product ID
Lumiant_HALO
Description

Health Analysis and Longevity Optimization Assessment

Images
Image
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Features

An engaging assessment of a client’s health and longevity. Personalized projections remove the need to rely on averages. Inform clients of health risks, costs & active years in retirement.

Vendors
Lumiant
Management Style
Discount - No
Schwab Products
SIT Provider
Section
Client Profiling FP
Ad Hoc Tags
DoubleClick Tags

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