As a financial advisor, your goal is to provide clients with financial advice tailored to their unique needs, BUT WHAT IF YOU ARE MISSING A KEY PIECE OF THE PUZZLE?
Recent surveys indicate that RISING HEALTH CARE COSTS is the number one concern of those entering retirement. Knowledgeable professionals are taking action to prepare their clients for retirement.
Knowledgeable professionals are TAKING ACTION to prepare their clients for retirement. By utilizing HEALTHWEALTHLINK, the flagship software of HealthView Services, financial pros offer their clients SOLUTIONS to retirement concerns by INTEGRATING HEALTH CARE COSTS into the planning process and EDUCATING CLIENTS about these topics.
is NOT JUST AN APPLICATION, but an ENTIRE SOFTWARE SUITE, which delivers.
HealthView’s INDUSTRY-LEADING software uses FIFTY MILLION PIECES of actuarial claims data to project client health care expenses, providing advisors with the necessary information to recommend investment-related solutions.