Health+

Actuarial longevity projections, Social Security optimization, and healthcare spending estimates.
  • Comprehensive Video Training

    View a live walkthrough for all features of Health+ in the plan editor and related sections in client reports.

  • Health+ Overview

    Exploring the value of Health+ as part of overall client income plan design.

  • New Client Workflow

    When setting up a new client, you have the opportunity to add the basic information required to use the various features of Health+.

  • Social Security

    Choosing an efficient Social Security claiming strategy with your client can result in significant differences in total plan income generated.

  • Healthcare

    The healthcare projection functionality of Health+ helps streamline Medicare and out-of-pocket healthcare cost estimates into client plans.