HealthView collaborates with firms to customize client questionnaires and optimize data outputs.
Calculations offer personalized cost projections based on select user inputs. These become the foundation of healthcare-planning conversations.
Data Menu
Beyond base outputs, HealthView can build tools that cover:
•Social Security optimization
•Retirement income optimization (tax-preferred withdrawal strategies)
•Health savings account
•Long-term care cost projection
•Medicare means testing (IRMAA) optimization
•Retirement savings planning
•Simple health cost projection
Download the full list of data options we can offer your firm.
HealthView also offers additional services for partner and non-partner institutions:
•Custom white papers or articles
•Guest speaking (healthcare, Social Security, financial services, and more)
•Advanced product training (virtual and in-person)
•Other consulting services
