HealthView collaborates with firms to customize client questionnaires and optimize data outputs.
Calculations offer personalized cost projections based on select user inputs. These become the foundation of healthcare-planning conversations.
Beyond base outputs, HealthView can build tools that cover:
- Social Security optimization
- Retirement income optimization (tax-preferred withdrawal strategies)
- Health savings account
- Long-term care cost projection
- Medicare means testing (IRMAA) optimization
- Retirement savings planning
- Health plan comparison
- Simple health cost projection
Download the full list of data options we can offer your firm.
HealthView also offers additional services for partner and non-partner institutions:
- Custom white papers or articles
- Guest speaking (healthcare, Social Security, financial services, and more)
- Advanced product training (virtual and in-person)
- Other consulting services