Advisors 2019-09-19T19:46:36+00:00


Recent surveys indicate that RISING HEALTH CARE COSTS is the number one concern of those entering retirement. Knowledgeable professionals are taking action to prepare by integrating this expense into the planning process.

HEALTHWEALTHLINK is an entire software suite that utilizes over 500 million pieces of actuarial claims data from over 70 million lives to provide financial professionals with the most accurate health care cost projections available. Armed with this information, advisors can then offer long-term investment solutions. The process is simple, fast, and effective.

With just a few questions related to age, gender, health, income range and state of residence (in retirement), the HealthWealthLink system will instantly produce a personalized, easy-to-understand report that includes projections for life expectancy, Medicare (Parts A, B, and D), supplemental insurance, and long-term care (at-home, assisted living, and nursing home).

A customized dashboard of your firm’s investment solutions, complemented by Social Security and pension-income calculators, will furnish your clients with stable funding options. The software’s interactive illustration system will also allow you to run “what if” scenarios to measure how investments in selected products can reduce projected costs.

Advisors who partner with HealthView program experience immediate benefits and feedback reveals this process helped reduce client anxiety about future health care costs. Advisors are also pleased with the quick payback on their investment: one ticket more than covers the annual software license.

The HealthView platform software is not sold as an off-the-shelf application; it is completely customized and branded to the firms that license the system. There are multiple ways to generate the data, including as a supplement to existing financial planning reports or as a direct input into any financial planning system. An iPad application is also available.

Training and educational materials are available through scheduled webinars, and/or by viewing a video tutorial posted at the broker-dealer website. Contact a HealthView agent to learn more about how we can help you grow your business and support your clients through retirement.

Give us a call today at 800-969-6518