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How would you intergrate seemingly separate fields?

When you have huge client bases that you can tap for financial and insurance services, how can you best capitalize primarily on that, while integrating a holistic wellness approach?  I think it's a cool concept!

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I recently developed a similar strategy for a Financial Planning company that bought an insurance consultancy and we packaged both products under this notion of "keeping your family safe." Financial services protects what you already have, insurance services protects against unseen obstacles and with life insurance, protects them after you've left. 

Folding in the holistic and wellness, I would look at how that works with this idea of protecting and keeping things safe.

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