Tools

Cutting-Edge Retirement Planning Applications & Resources for Financial Firms

HealthView Asset Management provides institutions with tools to help their advisors become more active, engaged, and informed as they support their clients through the transition from employment to retirement. The solutions’ unique approach to personalized healthcare cost planning sets financial firms apart from competitors.

Retirement Healthcare Costs
Deliver personalized premium, out-of-pocket, and life expectancy projections based on actuarial data.
Long-Term Care Costs
Illustrate skilled nursing, assisted living, and home healthcare cost projections by geographic location.
Social Security Optimization
Help clients uncover their optimal Social Security claiming strategy.
Mini Applications
Quick and easy calculators that spark important conversations.
Education & Support
Ensuring advisors are comfortable with both product and policy.
Training & Marketing Materials
Help advisors bring these solutions to their clients.

Cutting-Edge Retirement Planning Applications & Resources for Financial Firms

Retirement Healthcare Costs

Long-Term Care Costs

Social Security Optimization

Mini Applications

Education & Support

Training & Marketing Materials

(412) 782-5400

(412) 782-5400