Healthcare Cost Projection Software

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Right now less than 1% of all financial planning software packages have included the ability to view the cost of healthcare in retirement. It is the piece that is missing in your retirement plans.

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Your clients have questions about the cost of their healthcare in retirement and now you can have the solutions.
By answering a few simple questions you can now forecast your clients’ future healthcare costs.
  • Project Healthcare Costs
    By answering a few simple questions the costs can be estimated by using data from sources such as Medicare and the leading healthcare firms in the nation.
  • Engage Your Clients
    Invite your clients to run a report on their own at no additional cost you or them. Get your branded pages and all the report info is saved in your dashboard.
  • View Annualized Costs
    Now show your clients how their health costs will impact their financial plan, year by year, over the course of their full retirement.
  • View Annualized Costs
    Now show your clients how their health costs will impact their financial plan, year by year, over the course of their full retirement.
  • Manage Unlimited Clients
    Our software allows you to run reports for all of your clients without having to pay a per client fee. It also allows you to easily access reports that have been saved.
  • Access Education Materials
    Learn more about how health costs will impact everything from Social Security, Taxes, Long-Term Care and your clients overall financial security. Become the expert in your area on the biggest issue facing our country.
  • Run What-If Scenarios
    Change up information in the report to see how it affects health care costs and expenses.
  • Downloadable Reports
    Download client specific reports of the results for them to look at on their own time.

Planning for Healthcare Costs in Retirement Using
Scepter from Jester Financial

Take a quick tour of what the platform can do for you.
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Be the financial professional that can answer the tough questions.


Healthcare Costs: The biggest concern those 50 and above have and the only expense that can threaten the best laid financial plans. How are you helping your clients plan for them?


A Few Screenshots of our Application

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