Social Security Claiming Strategies Demonstration of how to quickly model different claiming scenarios in the plan editor.
Giving Your Clients a Healthy Appreciation of Medical Expenses While 98% of advisors believe that it is important to discuss healthcare with their clients, only 14% feel very confident in their ability to engage in these conversations.
Introducing Health+ Health+ is built in partnership with Healthview Services (HVS), an institutional data provider of Social Security, Medicare, longevity data and more.
Social Security Choosing an efficient Social Security claiming strategy with your client can result in significant differences in total plan income generated.
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.
Social Security Model different claiming scenarios for the plan and maximize the lifetime benefit automatically.
Incorporating Windfall Elimination Provision (WEP) & Government Pension Offset (GPO) (Nov. 15, 2024) Phil and guest cover the specifics of WEP & GPO