Over the last several decades, the financial services industry has maintained one steady focus: accumulating investor wealth for retirement through 401(k) plans, IRAs, and IRA rollovers. Overall, this approach has worked very well, but that paradigm is changing. HealthView’s retirement cost analysis software, which is being used by some of the world`s largest brokerage firms, annuity providers, and life insurance companies, filled a key void in the financial planning process by pioneering the industry`s first income flooring analysis tools. Our modular-based suite of interactive calculators is customized and branded for institutions and seamlessly integrated into an existing advisor-facing or customer-facing web-based reporting system.
For a free trial of our software please click here
Software Tools and Reports
- Actuarial Longevity Projections- Developed in conjunction with one of the leading healthcare actuarial firms, our groundbreaking software makes projections on longevity at the individual level, not the group level.
- Actuarial Medical Expense Projections – Our program is capable of calculating out-of-pocket medical expenses based on an individual`s health record.
- Interactive Illustration System - This system allows financial advisors and consumers to construct hypothetical scenarios to analyze potential economic risk factors and maximum risk adjusted return.
- >Customer Reporting System- The results of the analysis are integrated into a comprehensive but easy to understand report that is designed to allow the consumer to make educated investment decisions.
- Management Reporting System – In addition to client-facing output, our system is designed to generate and deliver internal comprehensive reports to the institution`s home office.
- Income Floor Calculator – HealthView`s income floor calculation allows the investor to conceptualize the amount of money needed to be invested in conservative asset classes in order to guarantee that they meet their minimum income obligations during retirement.
- For a better understanding on how Annuities can be used as a funding source to provide for healthcare costs in retirement click here
- For a better understanding on how Mutual Funds can be used a funding source as well please click here
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