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76 Million people are missing the largest piece of retirement planning.

Are you one of them?

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What type of Financial Professional are you?

Be the type that can help each and every person you meet and make their lives better.

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We believe that if people are properly educated about how health costs will impact them in retirement, they will adjust how they are saving today in order to make tomorrow easier..

Dan McGrath

07

What is the missing piece of Retirement Planning.

A typical conversation we hear is that someone has worked hard to plan for retirement. They have followed the guidelines of a trusted financial professional and executed on a plan to ensure their future. What they do not realize is there is a missing piece. One that will derail even the best laid plans.

What is this piece?

08

Healthcare Cost Software

Are you interested in learning how you can help your clients plan for healthcare costs in retirement? Using our proprietary software and data, you can fulfill your fiduciary responsibility and give your clients the entire retirement picture.

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Jester Insights

  • 27May

    Top 5 least and most costly States to reside in while on Medicare

    In retirement, when it comes to your health coverage there is only Medicare, which is not free. Costs vary with the biggest factor being where you live.   Here is a breakdown

  • 25May

    The rules of retirement have changed

    There are 4 distinct federal regulations that have altered how financial plans will impact a person’s health coverage and their Social Security benefit in retirement. Ultimately, the rules of retirement

  • 25May

    Tax Deferral Today Equals 3 Taxes Tomorrow

    You heard the advice numerous times; take advantage of your employer’s retirement account, tax deferral is great. Max out that 401(k), especially the Traditional 401(k) as you will get a

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