For Financial Professionals

Create a personalized experience that shows you understand your client's unique behaviors, preferences, and risks.

Transform Client Engagement

“How do I have better engagements with clients on the topics that are most important to them?”

Identify Next Best Actions Accelerate Lead Generation Monitor Decision-Making

Transform Client Engagement

Identify Next Best Actions

“How do I deliver highly scalable yet personalized solutions to my clients?”

Accelerate Lead Generation Monitor Decision-Making

Transform Client Engagement Identify Next Best Actions

Accelerate Lead Generation

“I already have too many high-quality leads."

Said no financial advisor ever

Monitor Decision-Making

Transform Client Engagement Identify Next Best Actions Accelerate Lead Generation

Monitor Decision-Making

“How do I monitor my client's decision-making and protect them from unsafe behaviors?”

For Employers And Retirement Plans

Help individuals and families prepare for health- and longevity-related risks that threaten financial and retirement security.

Enhance Financial Wellness

"Financial wellness requires more than having a savings plan and budget."

Improve Retirement Security Facilitate Better Conversations Safeguard Decision-Making

Enhance Financial Wellness

Improve Retirement Security

"For most adults, health- and longevity-related financial risks are the biggest threats to their retirement security."

Facilitate Better Conversations Safeguard Decision-Making

Enhance Financial Wellness Improve Retirement Security

Facilitate Better Conversations

"Effective family communication can be critical to securing financial wellness, especially for adults in or near retirement."

Safeguard Decision-Making

Enhance Financial Wellness Improve Retirement Security Facilitate Better Conversations

Safeguard Decision-Making

"Physical, mental, and behavioral health issues can all compromise sound financial decision-making."

Pro-active health and longevity-related financial planning is a great way to show you are acting in your client's best interest.

Award-Winning, Clinically-Based Wellness Solutions

Wellness Assessments

Our short quizzes identify a person's specific risks, preferences, and behaviors, calculate wellness scores, and define personalized next best actions to take to improve finanical security.

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Lead Generation Tool

Fully customizable, clinically-based marketing and prospecting quiz that is great for showcasing your financial wellness capabilities and differentiating your product and services offerings.

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Training Programs

Our programs enable advice, legal, compliance, and risk professionals to more effectively identify and manage health- and longevity-related risks. Delivered in collaboration with Cannon Financial.

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Educational Content

Our multi award-winning materials are company-brandable, organized by marketing campaigns, and informed by experts in financial planning, mental and behavioral health, and healthcare delivery.

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How Do You Measure Financial Wellness?

Our approach is grounded in a clinical study and published in leading financial and medical journals.

Our assessments score a person's Financial Wellness across a broad range of measures. The framework is based on a methodology published in the Journal of Financial Planning.

You can host your own wellness scoring assessment and use it to differentiate your firm and improve your marketing and prospecting efforts.

"Introducing a Hierarchy of Financial Wellness", Journal of Financial Planning, September 2020, by Chris Heye, PhD

"Cognitive Function As A Proxy Of Financial Decision-making in Older Primary Care Adults", Alzheimer's & Dementia, October 2017, by Anthony Weiner, MD, Chris Heye, PhD, et. alia

Diminished decision-making capacity whitepaper and training program

The Wall Street Journal recently declared cognitive decline to be the greatest threat to the financial security of older adults.

Cognitive decline can ruin any financial plan, no matter how well portfolio risks are managed or tolerance levels aligned. Whealthcare Planning CEO Chris Heye, PhD has co-authored a whitepaper on the subject. You can download it here

Our diminished capacity training program delivered in collaboration with Cannon Financial.