Be First in Line for the New HealthPlanner
We built this with you in mind — and we want you to be the first to see it!
Every improvement traces back to something an advisor like you flagged: a faster analysis engine so you can bring a precise answer into the meeting instead of scheduling a follow-up, broader coverage modeling so fewer conversations end in a referral out, and a simpler workflow so this fits into the meeting you're already having.
Before the new HealthPlanner launches broadly in September, advisors already on the platform get early access.
What’s New For Your Firm
● Faster analysis, more time with clients — the same HealthPlanning Analysis you use today, rebuilt underneath for speed and precision, so you spend the meeting on the conversation instead of the wait.
● Broader coverage modeling, fewer referrals out — ACA and other coverage types now sit alongside Medicare in one workflow, so more of your clients' coverage decisions stay with you.
● Fewer steps, less friction — the parts of the process that used to take multiple steps now take one, so healthcare planning stops feeling like extra work.
● First access, ahead of the market — see the rebuilt experience before it launches broadly in September, so your firm is already fluent in it when clients start asking.
Interested in expanding healthcare planning to more advisors at your firm?
We’re offering discounted pricing ahead of the new product launch.