• Introducing Health+

    Health+ is built in partnership with Healthview Services (HVS), an institutional data provider of Social Security, Medicare, longevity data and more.

  • 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+.

  • Healthcare

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

  • Comprehensive Video Training

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

  • Retirement Income Planning: Art vs. Science

    Sometimes we develop habits around longevity estimates, health care costs and Social Security claiming strategies that don’t do much to set us apart from our competition.

  • Clients

    Edit client longevity estimates and settings that affect healthcare spending projections.

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