An actuarial longevity estimate that takes chronic conditions in account and drives plan length can have a significant impact on two key aspects of retirement income planning, namely Social Security timing and healthcare expenses.
In our March Roundtable session, we will introduce and demo our upcoming IncomeConductor Health+ offering. Health+ is built in partnership with Healthview Services (HVS), an institutional data provider of Social Security, Medicare, longevity data and more. IncomeConductor Co-Founders Phil Lubinski, CFP® and Tom O’Connor will present alongside a representative from HVS to demo the upcoming tools and reporting.
In this presentation, we will cover:
– Calculating and applying estimated longevity in your client plans
– Deciding on a Social Security claiming strategy to maximize income
– Using basic health data to estimate Medicare and Out-of-pocket expenses
– Seamlessly incorporating these income sources and expenses in the plan editor
– Updates and additions to client reporting on the new calculations