Tier 3
Healthcare & Medical Finance Pack
120 households with healthcare cost complexity for HSA, COBRA, and medical debt modeling.
Overview
Healthcare costs are the largest unplanned expense for most American households. This dataset provides 120 households with detailed healthcare finance complexity including HSA contribution and investment strategies, COBRA transition scenarios, high-deductible health plan optimization, medical debt accumulation and negotiation, and Medicare planning for near-retirees.
What's Inside
120 households with healthcare cost complexity across life stages
HSA contribution, investment, and triple-tax-advantage optimization scenarios
COBRA transition scenarios with premium cost and coverage gap analysis
High-deductible health plan strategies with out-of-pocket maximum modeling
Medical debt accumulation: hospital bills, chronic condition costs, emergency events
Medicare planning: Parts A/B/D, Medigap, Medicare Advantage, IRMAA surcharges
Use Cases
HSA optimization platform testing
COBRA transition tool QA
Medical debt management algorithm development
Medicare planning software validation
Ideal Buyers
Healthcare finance platformsEmployee benefits technology vendorsHealth insurance carriersFinancial planning software vendors
Example firms: Lively, HealthEquity, Benefitfocus, Businessolver, Aetna
Tags
HealthcareHSACOBRAMedical DebtMedicare
Moderate Deviation from Base Corpus
Requires additional data layers or modeling. Typical delivery 2–4 weeks.
Other Tier 3 Packages
Life Transitions & Events Pack
310 households mid-transition with documented life event sequences and financial impact.
$3,000
International & Cross-Border Pack
58 households with cross-border financial complexity for international planning platform testing.
$4,000
Disability & Special Needs Pack
187 households with disability income, special needs trusts, and government benefit coordination.
$3,500