Empowering Advisors to Bring Health & Longevity into Every Financial Plan
HealthView’s new CarePath platform helps financial professionals and their clients generate personalized long-term care cost projections in just minutes.
Use Access Code “LTCMONTH” for discounted access
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.
See How It Works
Watch how advisors use CarePath to turn data into peace of mind.
Advisors Leading the Way in
Health-Integrated Planning
Insights and best practices from professionals bridging health and wealth.
George G.
“My grandmother suffered from Alzheimer’s for 12 years, our family took turns caring for her until the final weeks, when she entered hospice care. 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 that helped with the coordination of assets and care, before it was too late, 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, CompanyKevin B.
“Most of the people I work with are 55 or older…At that stage, the conversation naturally shifts to retirement income, protection strategies, and long-term care. I like to start by asking a simple question: ‘Where do you want to retire? Are you planning to move?’ 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
Free for 3 Months
Are you a financial professional?
When you sign up for CarePath, you will also gain free access to our HVS Portal advisor-facing platform for three months. (After that, you have the choice of what products you want to continue using.) Get started with Carepath for just $14/month by using code “LTCMONTH” today!
