IncomeConductor has partnered with institutional data provider HealthView Services to build a seamless, personalized retirement income planning experience that answers the toughest client questions.
Build income plans for your clients based on personalized, actuarial longevity esimates.
Maximize your client’s lifetime household benefit through optimized claiming age calculation.
Make sure your clients are prepared for Medicare premiums and out-of-pocket healthcare costs.
It’s not always comfortable talking with clients about their longevity, but it’s the first step in creating a realistic income plan.
Obtain a personalized longevity projection with just a few simple questions to build confidence for you and your client.
More than two thirds of bankruptcies are caused by medical bills and income loss as a result of unexpected or chronic illness.
Health+ provides instant Medicare premium and out-of-pocket cost estimates that are personalized to your client.
Optimized
Social Security
When to most efficiently claim Social Security benefits is often top of mind for clients looking ahead to retirement.
Provide them with a claiming strategy to maximize their benefits and incorporate it into their plan with just a few clicks.