A healthcare planning solution for exceptional
financial advisors life advisors.
"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."
"Caribou has distinguished me from from other financial advisors out there and has opened up a whole other dimension of the client relationship."
"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."
Whether your planning approach involves three, five or seven pillars, it is likely you are missing the top financial concern for Americans: health care...
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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