A Program that helps you Personalize Healthcare Cost Planning for Every Client
Guest Expert: Michael Daley, Healthview Services
Date:
Webinar Replay Description
In this session, Mike Daley demonstrated how HealthView’s HVS Portal 2.0 uses real-world medical claims data to generate personalized, year-by-year healthcare cost projections for retirement planning. He also illustrated how these projections integrate with investment strategies, helping clients turn healthcare expenses from an unpredictable risk into a manageable goal.
Comments
A few comments from listeners when they were asked what the learned from the webinar:
I love the idea of being able to help clients prepare for healthcare costs. It's an eye opener.
- Christine M.
Interesting tool that was presented, along with some good facts/research.
- Robert D.
Interesting Program - would help shore up our LTC recommendations
- Jalene H.
Nice system available for projecting healthcare costs more accurately
- Jeffrey B.
I love the idea of being able to help clients prepare for healthcare costs. It's an eye opener.
- Christine M.
Interesting tool that was presented, along with some good facts/research.
- Robert D.
Interesting Program - would help shore up our LTC recommendations
- Jalene H.
Nice system available for projecting healthcare costs more accurately
- Jeffrey B.
A Program that helps you Personalize Healthcare Cost Planning for Every Client 05-15-2025
Attendees Comments:
I love the idea of being able to help clients prepare for healthcare costs. It's an eye opener.
- Christine M.
Interesting tool that was presented, along with some good facts/research.
- Robert D.
Interesting Program - would help shore up our LTC recommendations
- Jalene H.
Nice system available for projecting healthcare costs more accurately
- Jeffrey B.