ClaimSync
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).
Key Features
Personalized on-screen illustrations in as little as 2 minutes
Advisors address leading client concern in one meeting
Ensure peace of mind with prudent Social Security planning
Branded to your firm and/or built into your platform
Introducing: The Solvency Adjuster:
- Simple toggle and slider allows advisors to set a benefit reduction
- Maximum of 22% reflects latest SSA insolvency estimates
- Enables a sensible Social Security optimization plan
- May create larger retirement income gaps and funding solutions