"Use healthcare as a differentiator.

Research shows that healthcare is the primary cause of anxiety for retirees and pre-retirees. Providing information and education about the financial aspects of healthcare in retirement can serve as a powerful differentiator, enabling advisors to stand out from the competition." 
Jack Callahan, CEO, Fidelity Institutional Wealth Services Financial Planning Magazine, Oct. 2007

HealthView's mission it to help institutions effectively address healthcare costs in retirement, which will lead to a higher level of customer retention and account aggregation.

HealthView provides financial institutions, their advisors and clients with something new and essential – personalized healthcare cost information leading to more accurate and effective investment strategies.


HealthView's healthcare cost analysis tools fill a key void in the financial planning process, and since healthcare costs are typically the greatest or second greatest expense in retirement it is critical that this be addressed.

HealthView's President, Ron Mastrogiovanni, presented at the
  2008 UBS Global HealthCare Conference in February.

Listen to the audio webcast of his presentation
Retirement Planning, Baby Boomer Style.

To access the audio webcast, click the link below,
UBS - HealthView webcast