HealthView Portal

The HealthView Portal is designed to guide advisors through a simple process that will generate personalized healthcare and long-term care costs. It also calculates an individuals’ Medicare means testing (IRMAA) surcharges and creates social security optimization projections for their clients.
Financial professionals input basic client details, such as date of birth, gender, health, income range, and state of residence (in retirement) to produce detailed and actionable results.
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Key Features

Comprehensive client profiles for easy reporting
Detailed PDF reports
Simple applications
Personalized branding

Financial Solutions Include:

  • Investments to fill health and LTC funding gaps
  • Increased retirement income through Social Security optimization
  • Mitigating Medicare’s IRMAA surcharges
  • Improved financial plans focused on health and longevity
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