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