Retail Products
IncomeView Retirement Planning Applications
HealthView’s two newest planning apps, GuaranteeMe and ClaimSync, deliver personalized retirement income projections in simple advisor-facing experiences. Critically, the IncomeView product suite enables the intregration of off-the-shelf product to directly address retirement planning gaps, focusing on the solution rather than the problem.
GuaranteeMe
GuaranteeMe empowers financial professionals to show how off-the-shelf products can help clients meet guaranteed retirement income needs. Our simple questionnaire takes only minutes to complete, and toggleable assumptions and variables make on-the-fly scenarios simple and easy. The application reveals how a specific income product of your firm’s choosing can complement Social Security benefits to deliver the lifetime guaranteed income that each client needs to maintain their standard of living.
ClaimSync
HealthView’s new ClaimSync tool optimizes Social Security benefits based on key factors including retirement age. And critically, advisors can toggle an Insolvency Adjustment feature that simulates reduced benefits from Social Security program insolvency, and displays the additional savings required in the product of your choosing to eliminate this gap (which could be as high as $150,000 or more).