Today’s clients aren’t just worried about market volatility or taxes—they’re increasingly concerned about how to pay for healthcare in retirement. In this high-impact session, Mike Daley will show you how HealthView’s HVS Portal 2.0 to bring clarity and confidence to these conversations.
Powered by over 500 million real-world medical claims, this patented tool delivers personalized, year-by-year healthcare cost projections based on each client’s age, health status, location, and Medicare choices. But it doesn’t stop there—these projections are automatically linked to investment strategies, helping clients understand exactly how much they need to set aside to fund their future care.
Mike will walk through real-life planning scenarios—from healthy pre-retirees to clients managing chronic conditions—and show how this platform can help you transform healthcare from an unknown risk into a solvable planning goal.
Tom's Tip: This is a CAN"T MISS webinar because I've never seen software that can model healthcare choices like HealthView.
