A partnered financial advisory firm used Caribou's software with Susan who was approaching Medicare eligibility. Susan retired early and is currently on her retiree health plan. She wants to keep her current providers (i.e hospital & primary care physician), has a second home out-of-state, and plans to travel during retirement.
Using Caribou, Susan's advisor was able to generate best suited plan options for Medicare Supplement and Drug coverage based on her preferences.
The advisor had clear outlines of the associated costs and her maximum financial exposure within a given year, strengthening her financial plan.
Susan proactively made an informed decision about her health insurance in a conversation with her financial advisor, who now better understood expected costs for the upcoming year.
How Caribou's team of Healthcare Advisors assisted:
Brian was better informed about his options while making decisions, and him and his financial advisor felt confident about the mother's needs and the associated costs.