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