Right now less than 1% of all financial planning software packages have included the ability to view the cost of healthcare in retirement. It is the piece that is missing in your retirement plans.
Button TextYour clients have questions about the cost of their healthcare in retirement and now you can have the solutions.
By answering a few simple questions you can now forecast your clients’ future healthcare costs.
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- Project Healthcare Costs
By answering a few simple questions the costs can be estimated by using data from sources such as Medicare and the leading healthcare firms in the nation.
- Engage Your Clients
Invite your clients to run a report on their own at no additional cost you or them. Get your branded pages and all the report info is saved in your dashboard.
- View Annualized Costs
Now show your clients how their health costs will impact their financial plan, year by year, over the course of their full retirement.
- View Annualized Costs
Now show your clients how their health costs will impact their financial plan, year by year, over the course of their full retirement.
- Manage Unlimited Clients
Our software allows you to run reports for all of your clients without having to pay a per client fee. It also allows you to easily access reports that have been saved.
- Access Education Materials
Learn more about how health costs will impact everything from Social Security, Taxes, Long-Term Care and your clients overall financial security. Become the expert in your area on the biggest issue facing our country.
- Run What-If Scenarios
Change up information in the report to see how it affects health care costs and expenses.
- Downloadable Reports
Download client specific reports of the results for them to look at on their own time.
Planning for Healthcare Costs in Retirement Using
Scepter from Jester Financial
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Take a quick tour of what the platform can do for you.
Button TextBe the financial professional that can answer the tough questions.
Healthcare Costs: The biggest concern those 50 and above have and the only expense that can threaten the best laid financial plans. How are you helping your clients plan for them?
A Few Screenshots of our Application
[columns] [/columns]Join Thousands of Other Financial Professionals
We’ve got the perfect package for you
– Unlimited Clients.
– Unlimited Reports.
– Unlimited Report Downloads.
– Reports for projected costs of medicare and LTC.[/pricing_table_content]
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