Help advisors bring these solutions to their clients.

Ensuring advisors are comfortable with both product and policy.

Quick and easy calculators that spark important conversations.

Help clients uncover their optimal Social Security claiming strategy.

Illustrate skilled nursing, assisted living, and home healthcare cost projections by geographic location.

Deliver personalized premium, out-of-pocket, and life expectancy projections based on actuarial data.

Reveals how income and portfolio mix of insurance and capital market positions impact higher earners

The Program offers multiple pre-tax plans to pay for eligible medical, dental and vision expenses

The HealthWealth Hub account employs actuarial algorithms to calculate individual life expectancy, retirement health care costs, and appropriate funding options

The program can be used to complement LTC insurance, annuity and insurance riders