The latest news, views and updates from Lumiant

WE Alliance Wealth Advisors has made personalized longevity assessments with Lumiant HALO a key part of their financial planning experience.

There's lots of attention being given to the Die with Zero approach to retirement planning. This article explores the idea of living to zero

In this case study, we explore: Covering specific, insurable needs with HALO; and Differentiating your practice

In this Lumiant HALO case study we explore: How HALO helps personalize financial solutions; and How HALO positions you as the expert.

Telemus Capital illustrates how the HALO Planner generates new prospects and creates planning opportunities for existing clients using HALO