Health+ is an optional add-on product for either the Discovery or Premium versions of IncomeConductor. Steps to add it to your current subscription can be found here. You can utilize the add-on with new or existing clients whose plans are built on the calendar-year format.
In collaboration with HealthView Services, IncomeConductor has introduced the ability to incorporate actuarially driven longevity projections, optimized Social Security claiming strategies, and healthcare spending estimates, including both Medicare premiums as well as out-of-pocket costs, directly into your client income plans.
About HealthView Services
Founded in 2008 by a team of financial professionals, healthcare industry executives, and physicians, HealthView Services is the nation’s leading provider of healthcare cost-projection software. Its portfolio of retirement healthcare-planning applications – which create comprehensive and reliable cost projections for around 40 million users annually – is utilized by advisors, financial institutions, employees, and consumers across the country.
Drawing on actuarial and government data, as well as 530 million medical claims, these applications rely on a patented data process that utilizes simple user inputs (age, gender, health conditions, income, and state) to create personalized estimates of retirement healthcare costs. The data also incorporates inflation projections for each component of retirement healthcare: Medicare premiums, supplemental insurance, and out-of-pocket spending.
With more than a decade of use across the financial services industry, these solutions have proven to be a powerful driver of savings and retirement planning. The firm has developed several software applications that address healthcare cost projections, Social Security Optimization, long-term care costs, Medicare surcharges, and other retirement-planning topics. These tools give financial services’ clients and plan participants individualized and actionable retirement planning solutions aimed at addressing their top concerns.
Drawing on actuarial and government data, as well as 530 million medical claims, these applications rely on a patented data process that utilizes simple user inputs (age, gender, health conditions, income, and state) to create personalized estimates of retirement healthcare costs. The data also incorporates inflation projections for each component of retirement healthcare: Medicare premiums, supplemental insurance, and out-of-pocket spending.
With more than a decade of use across the financial services industry, these solutions have proven to be a powerful driver of savings and retirement planning. The firm has developed several software applications that address healthcare cost projections, Social Security Optimization, long-term care costs, Medicare surcharges, and other retirement-planning topics. These tools give financial services’ clients and plan participants individualized and actionable retirement planning solutions aimed at addressing their top concerns.
For a full overview of the system, please visit the other articles in this section, and view the recorded presentation below.