Industry Data

Resources to provide you with the latest industry data and insights about healthcare planning and its role in a successful comprehensive financial plan.

The Missing Pillar: Healthcare

In this White Paper, you will learn the reasons why healthcare is the biggest concern for Americans and the actionable steps financial advisors can take to incorporate healthcare planning into their service offering.

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Caribou Case Study: Over 75% Savings in Health Plan Premiums & an Avoided Crisis

This case study dives into how we helped a client and her financial advisor identify cost-saving opportunities and the ideal plan options for her.

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Healthcare Planning 101: A Starter Guide for Financial Advisors

In this free guide, we break down what healthcare planning is, how it benefits financial advisors and clients, and present data on how financial plans can excel with healthcare planning.

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From $40K in Annual Drug Costs to $4K: A Caribou Case Study

This case study explains how we helped a client and her financial advisor in Pennsylvania not only meet all her medical and financial goals, but also reduce her annual drug costs by a whopping $35K! 

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Continuing Education Course - Planning Early Retirement: What About Healthcare?

This free continuing education course, accepted by the CFP Board, will teach financial advisors the important role healthcare planning plays in pre-65 retirees’ financial plans.

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Healthcare Planning & Early Retirement: A Guide for Financial Advisors

An in-depth guide on the unique health insurance situations pre-65 retirees find themselves in and how you, their financial advisor, can set them up for a successful retirement.

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