We like to celebrate proactive planning and cost saving opportunities. Curious about what that would look like? Look no further.
Without the right planning, insurance transitions are left to clients to figure out. In some cases, clients could be overpaying or exposed to penalties for missed deadlines.
Wouldn't it be great to understand clients' personalized healthcare costs down to the level of prescription drug costs? Now you can.
There are great agents out there, but at the end of the day, they make money based on commissions and often don't represent all options. We're different.
"The summary report that was prepared for me was comprehensive and covered everything I needed to know/prepare for the meeting. During the meeting, the team guided me thru the options available to me and was very patient as I asked a thousand and one questions. Highly recommend."
"This was the second year I have used Caribou. They already had most of my information, so I only had to update a few items. Caribou sent me a HealthPlanning Analysis within two days. This has given me time to assess which plan I will choose."
"My advisor seemed very knowledgeable and was able to address my concerns. She was also very polite and patient. A very good experience."
A partnered financial advisory firm used Caribou's software for Susan, who was approaching Medicare eligibility. Susan retired early and was currently on a retiree health plan. She wants to retain access to the hospital down the street, she has a second home out-of-state, and plans to travel during retirement.
Using Caribou, Susan's advisor was able to generate the 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.
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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.