Empowering Advisors to Bring Health & Longevity into Every Financial Plan
HealthView’s new CarePath app gives advisors the ability to produce accurate, individualized long-term care cost projections in just minutes directly within the HVS Portal’s full suite of Healthcare, Social Security, and wealth-planning applications.
Use Access Code “HVS10” for discounted access
What’s Missing in Retirement Planning?
Communication
Only 1 in 5 Americans has spoken to a financial professional about LTC
78% say if their advisor can’t help with Social Security, they’ll leave and find a new rep
Almost 2-in-3 clients expect health insurance advice/services
Coverage
Most U.S. adults plan to rely on Medicaid to help with their LTC costs
Less than half understand the features of Health Savings Accounts
Only 5% change plans during Open Enrollment Periods
Comprehension
Most U.S. adults mistakenly believe Medicare covers substantial LTC expenses
Around half of Americans don’t know that Medicare is a federal program
3-in-4 workers are concerned they won’t receive any Social Security benefits
From Uncertainty to Confidence — in Minutes
Data-Backed Projections
Our platform helps financial advisors replace that uncertainty with clarity and confidence. Using actuarial data, personalized longevity modeling, and integrated projections, we create a customized roadmap for each client — connecting healthcare costs, Social Security optimization, and long-term care planning into one clear picture.
Advisor Empowerment
For advisors, it’s about empowerment and credibility. You can finally have data-backed conversations about some of the most important — and emotionally charged — pieces of retirement without guessing. You become the trusted strategist who provides insight that clients can truly believe in.
Client Confidence
And for clients, it’s about peace of mind. Instead of worrying about ‘what if,’ they can see how their unique health, lifestyle, and family situation shape their financial future. The result is a retirement plan that feels personal, credible, and actionable — built on science, not speculation.
HVS Portal 2.0 for Financial Professionals
Proven software that addresses leading client concerns like retirement healthcare costs with off-the-shelf product.
Retirement Healthcare Cost
Social Security Optimization
Long-Term Care Costs
Medicare Surcharges
Advisors Leading the Way in
Health-Integrated Planning
Insights and best practices from professionals bridging health and wealth.
Jeffery S.
“I integrate multiple components of financial preparedness – Social Security optimization, Medicare and healthcare planning, and long-term care strategies – to provide clients with a clear and coordinated plan for the future. Holistic planning ensures that clients not only achieve greater confidence in their financial decisions, but also maintain peace of mind as they approach and navigate retirement.”
Jeffery S., CompanyGeorge G.
“My grandmother suffered from Alzheimer’s for 12 years…Over the years, I saw how there was much more than just the large financial costs to covering her on-going day-to-day care. It would have been nice to have more formal plans in place… which would have taken away some of the stress from our family…This is something near and dear to my heart that I want to protect my clients against.”
George, CompanyScott Z.
“I’m part of a professional referral group that includes attorneys, CPAs, and other advisors. When I introduced HealthView’s platform, five members asked me to run healthcare and long-term care cost analyses for them – and every single one was amazed at the insight it provided. Of those five, two have since become clients. It’s a true door-opener that shows clients and prospects we care about the whole person, not just their portfolio.”
Scott Z., CompanyKevin B.
“Most of the people I work with are 55 or older… I like to start by asking a simple question: ‘Where do you want to retire?’ That opens the door. Once we look at the long-term care cost map, showing expenses not just by state, but by metro area, clients are often surprised by what care actually costs where they want to live.”
Kevin, CompanyTry CarePath & Get Portal
10% off with a 7 day free trial
