A holistic healthcare planning solution for exceptional Financial Advisors Life Planners.
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"Healthcare, and it's associated cost, has become the leading concern among retirees. As we move from traditional investment advising to holistic financial planning, we've chosen to work with Caribou to alleviate worry about healthcare and know that our clients will be taken care of."
"Healthcare is an essential component of the financial plan - but, unfortunately, it is often missing. We strive to pursue true holistic life planning, and are taking action by offering healthcare advisory solutions to our clients."
"I really want to say thank you for providing a fully immersive Caribou experience. My client truly appreciated the insight and expertise you displayed during our calls together. I certainly did too! Again, thank you very much for the time, effort, and expertise you’ve shared for our benefit."
Roll out to select clients with no restrictions on a minimum number.
Annual Healthcare Assessment
• Summary for Financial Advisor
• Comprehensive Healthcare Action Plan
Health Benefits Analysis/Review
• Medicare, COBRA, retiree health plans, etc.
per household
$ 350
Available at $125/hr for all clients, no matter which plan you choose
Access Healthcare Advisor Network
• Support clients with access to dedicated support from experts to navigate the complex healthcare system (eg. new diagnoses, choosing facilities or treatments)
Starting at
$125 hourly
Advertise that you offer Healthcare Planning to all of your clients.
Annual Healthcare Assessment
• Summary for Financial Advisor
• Comprehensive Healthcare Action Plan
Health Benefits Analysis/Review
• Medicare, COBRA, retiree health plans, etc.
Contact us for discount
$125