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A simple way to engage with your clients and kick your business into overdrive


Starts with a Conversation about Healthcare

Engage your clients with the most important topic in regards to their retirement. How their income will impact the mandatory costs of health care. Use our process to correctly educate them.

Illustrate Current impact of Healthcare on Their Financial Plan

Our process continues with an illustration of what the impact is on the current financial plan. Simply add in the current retirement assets of your client and our software will produce an easy to report of the impact of those assets and which ones are helping and or hurting the plan.

Compare Different Financial Scenarios

Once you illustrate the impact, you work with the client to show alternatives to lessen the impact. This could be giving the client reasons to move from a Traditional 401(k) to another vehicle such as: Roth, life insurance or others.

  • Downloadable Medicare educational materials.
  • Downloadable Understanding Medicare booklet.
  • Unlimited Clients.
  • Unlimited Reports
  • Reports for projected costs of Medicare and LTC
  • Run multiple scenarios in each report


Planning for Healthcare Through Retirement

Try our calculator and learn how to win at retirement.