HealthView Services, Inc.

HealthView Services is the nation’s leading producer of healthcare cost-projection software. The firm’s growing suite of applications – which covers Medicare premiums, out-of-pocket expenditures, long-term care expenses, Social Security optimization strategies, and more — aligns with the firm’s principal objective: to integrate healthcare costs into all financial plans. HealthView evaluates 530 million data points taken directly from medical claims. Cost analyses are not based on conjecture or estimation, but empirical evidence, which ensures the most comprehensive and precise calculations possible. HealthView also continuously monitors all legislative and actuarial decisions that could impact healthcare and Medicare costs (at both the federal and state levels), so our clients consistently receive accurate adjustments to their data. HealthView Services works with Fortune 500 companies to build customized retirement planning solutions. Thirty-four million participants have access to our data through various institutions, as the firm’s data and tools are utilized by large institutions to create comprehensive financial plans in response to the healthcare cost crisis. Through out-of-the-box product delivery, integrated solutions, APIs, and thought leadership, HealthView equips partners with tools, support, and knowledge to engage clients in meaningful healthcare planning conversations. HealthView also offers additional services for partner and non-partner institutions: • Custom white papers or articles • Guest speaking (healthcare, Social Security, financial services, and more) • Advanced product training (virtual and in-person) • Other consulting services Advisors can sign up for yearly access to our hallmark system, HVS Portal, which includes health care cost projection, long-term care projection, and Social Security optimization features. Advisors also have access to extensive marketing materials.