Use Case: Expand household relationships with Lumiant HALO

To stay ahead of the curve and to future-proof your financial planning practice, your firm needs to start accommodating this demographic shift now. Longevity planning will be a crucial part of business moving forward and for the foreseeable future as life expectancy continues to rise and planning becomes more diverse across generations within the household.

This short guide provides an example workflow for how you can use Lumiant HALO to expand household relationships with the next generation.

Lumiant HALO Use Case - Expand Household Relationships (Document (A4 Portrait)).pdf

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