LTC risk is high, and timing remains uncertain. What is the plan if care becomes necessary? We offer an estimated length of stay based on health status, allowing you to compare different care options side by side. Begin planning using this data. #LongTermCare#FinancialPlanning.
Clients are living longer. Are your plans accounting for additional years? We accurately project age-related costs and test plans against late-life expenses. Access HVS Portal insights. #Longevity#RetirementPlanning.
Healthcare costs can derail plans. How are you quantifying the risk? Our models draw on 530M verified claims. Show clients clear, personal estimates. Book a demo today #HealthcareCosts#RetirementPlanning.
Your clients’ biggest retirement fear? Healthcare costs are eating away at their nest egg. As a financial advisor, you need more than estimates—you need actuarial precision. HealthView Portal transforms how you serve clients with healthcare cost projections powered by claims data
Advisor Case Study: High-income earner regrets claiming Social Security at 62. Claiming at 62 means reduced benefits—$3,215 vs. $5,696 at 70! That's a $2,481 monthly difference, totaling $752,820 over 20 years! #SocialSecurity#RetirementPlanning#FinanceTips
HSAs boost late-life autonomy! 🌟 They cover rising healthcare costs and LTC, easing worries about being a burden. Advisors show how HSAs grow tax-free, leading to independence and stronger family ties! 💪 #HSA#FinancialIndependence#LongTermCare
Retire early... or delay Social Security for a bigger check?
Early income feels good now.
Delayed benefits often matter more later.
Which would you choose, and why?
Breakeven Analysis shows when delaying Social Security benefits pays off, helping clients understand timing and boosting confidence in their advisor’s guidance.
#HealthView#SocialSecurity#financialplanning
@Nationwide 2025: 60% fear they can’t afford care; half believe it will shrink their children’s inheritance. #HealthView: LTC planning is now a multi-generational wealth issue. Advisors who link care costs to legacy goals deepen relationships across generations. #LTCMonth
@OneAmerica 2025: Millennials & Gen X are reshaping long-term care planning, seeking flexible, affordable, and family-focused solutions. #HealthView: For advisors, it’s about refreshing the story around modern care and protection. #GenX#LTCMonth
@Transamerica: 91% of people know they should plan for long-term care, but fewer than half have done so. #HealthView: #HealthView - Advisors who include LTC in every plan set a new standard for readiness. #LTC
@Nationwide’s 2025 data: Only 1 in 5 Americans has talked to a financial pro about long-term care. #HealthviwThe opportunity? 60% want that discussion. Start the conversation —it’s not about selling LTC; it’s about protecting health, income & legacy. #LTCMonth#longtermcare
@AARP: 46% of Americans 50+ still think Medicare covers long-term care.
It doesn’t. #Healthview: This misconception leaves retirees vulnerable, and advisors play a crucial role: explaining the gap, protecting income, and preparing families for real care costs. #LTCMonth
Rising healthcare costs and Social Security complexity demand personalized retirement planning. HealthView Portal gives advisors client-specific projections to uncover gaps, build trust, and often increase AUM through better coordination and asset consolidation.
There are three types of long-term care: a skilled nursing facility (nursing home), assisted living facility (assisted living), and home health care. Each one varies based on needed assistance with ADLs, level of monitoring, and more. Read more in our white paper.
Did you know that in 2020, national home health care spending rose by 6.0%, while nursing home expenditures decreased by 7.8%? However, for those who would prefer home health care, expenses can be significant. Learn more in our white paper. https://t.co/xfFlLM7w8x
Drawing on actuarial analysis, “Long-Term Care and Financial Planning” projects personalized LTC costs by analyzing past and current data trends that highlight LTC probability and cost of care based on age, gender, health conditions, and other factors. https://t.co/xfFlLM7w8x