HealthView Understands No Client Is Average So They Recommend And Manage Portfolios Targeted To The Client’s Retirement Healthcare And Long-Term Care Cost Needs

Traditional wealth management and Robo accounts are available. Accounts generate asset allocation proposals based on health conditions, life expectancy, risk profile and state of residence. Each program provides quarterly performance reports.

  • HSA

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

  • HealthWealth Hub – HealthCare

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

  • HealthWealth Hub – Long-Term Care

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