HealthView Report

For many people, the cost of healthcare could be the single largest financial burden they face in retirement. Yet investors and their financial representatives haven’t had the tools to assess the impact of their health and healthcare expenses on their financial futures. Until now.

The HealthView Report represents an entirely new concept in personalized retirement planning. It provides a personalized analysis of an individual’s health risks—together with the projected cost associated with those risks—based on their health, lifestyle and family history. This information, never before available, enables more effective financial planning.

Delivered via the web, the information in the HealthView report can help consumers and their financial representatives:

	Realistically evaluate their health and its potential impact on their financial future – so they can plan accordingly.
	Reduce risk, identifying lifestyle factors and other potential areas of health concern, with suggestions for addressing them.
	Stay healthy, with preventive care tips for maintaining and improving your health.

The HealthView Report fills a critical void in financial planning tools, enabling financial representatives to uncover the potential cost of an investor’s current and future health risks and recommend appropriate investment strategies. It’s an exciting, new value-added tool for differentiating your firm, aggregating assets and retaining customers.

The HealthView Report can be used as a standalone product, point-of-sale tool to complement a particular financial or investment product, or can be easily integrated into a financial services firm’s existing financial planning tools.