Conduct quality digital engagements on the issues that matter most to your clients – wellness and longevity.

In the age of COVID-19, the connection between financial wellness and physical wellbeing has never been so clear.

Our multi-award winning solution enables financial, legal, and insurance professionals to confidently and comfortably address client health and longevity-related challenges without specialized knowledge.

Deliver a meaningful, personalized end-to-end digital client engagement experience

Generate customized recommendations based on client preferences and behaviors

Engage in substantive client conversations beyond investments and markets

Enhance fiduciary, Best Interest, and senior protection compliance efforts

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Application features

  • Easy to use, cloud-based solution for wealth management, trust, estate planning, and insurance companies.
  • Eight short wellness and longevity-focused assessments - most take a client less than 5 minutes to complete.
  • Can be used with any client or prospect, including other family members.
  • Minimal set-up time - no client financial data required.
  • A diminished capacity assessment based on unique clinical study conducted at the Massachusetts General Hospital.
  • Personalized reports that include next best actions, health cost estimates, scoring, client preferences, and more.
  • A 7-question client prospecting Financial Wellness Safety “teaser” assessment.
  • Multi-award winning educational and training materials.
  • Can be white-labeled.

The Pandemic Papers

At Whealthcare Planning, we believe that now is the time for more action, not less.

We are committed to helping advisors, their clients, and families maintain not just financial wellness, but also physical, behavioral, and cognitive wellbeing.

To that end, we are publishing a series of short essays with recommendations for successfully navigating the turbulent confluence of health and wealth that is now the “new normal”.

The Crisis Advisor is a LeaderDownload

Financial Wellness Planning in the Age of COVID-19Download

Your Pandemic Client Action PlanDownload

How Top Advisors Handle the New NormalDownload

Hey Boomer, Our Bull Market Just Turned Bear. Again.Download

Client Meetings in a Bear MarketDownload

The New RIADownload

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