Financial Advisor Solutions

Create Accurate, Personalized Projections of Lifetime Healthcare and Long-term Care Expenses

Why you need this solution!

  • Industry’s most accurate healthcare expense predictions, leveraging machine learning technology.
  • Personalized healthcare expense projections based on each client’s health condition and zip code.
  • Projections include both pre- and post-Medicare medical expenses, and long-term care expenses.
  • Quickly determine financial goals for funding (present value of future expenses at retirement).
  • Understand the impact of Medicare means testing and optimize supplemental Medicare options.
  • Library of educational video content.

“How can you act as a fiduciary if you don’t know your client’s largest expenses in retirement?”

Learn More, Read our White Paper: A New Frontier for Financial Advisors

Start a 14-Day FREE Trial!

OPTION 1:

12 Monthly Payments of $66.67, automatically deducted from your credit card starting on the 15th day of your free trial.

OPTION 2:

One payment of $680 per year, a 15% savings, automatically deducted from your credit card starting on the 15th day of your free trial.