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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The Financial Advisor's Guide to Open Enrollment

This guide not only shows why it’s important to review clients’ healthcare coverage, but it also provides you with actionable strategies and tips to implement healthcare planning into your conversations with clients for Open Enrollment.

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Q3 2022 | Caribou Healthcare Planning Report

This free report breaks down the savings found for all clients who completed a HealthPlanning Analysis in Q3 of 2022. From prescription cost savings to tax savings, financial risk reduction to health plan premium savings, it’s all here!

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Using The Most Common Life Events To Bring Healthcare Planning Into Financial Plans: A Caribou Case Study

In this case study, we’re sharing HealthPlanning Analysis data that span the most common life events that apply to clients of financial advisors. We’ll break down what these numbers mean, what leads to these various life events, their associated costs, and how you can identify these planning opportunities in your clients’ lives.

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The Secret to Better Client Retention for Financial Advisors: Healthcare Planning

Discover data and insights on how healthcare planning can improve client retention, increase client satisfaction, and help you stand out from competitors. Plus, you'll learn ways to immediately start incorporating healthcare planning into your conversations with clients.

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Healthcare Planning Data Insights: Medicare Open Enrollment

Discover the average savings found per analysis for all the Medicare Open Enrollment HealthPlanning Analyses conducted by Caribou up until September 2022. From prescription cost savings to tax savings, financial risk reduction to health plan premium savings, it’s all here!

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Healthcare Planning Data Insights: Marketplace Open Enrollment

Inside, you’ll discover a breakdown of the savings we’ve found for all clients who have completed a HealthPlanning Analysis for the Marketplace (Affordable Care Act-compliant plans) during Open Enrollment. From tax savings to financial risk reduction, it’s all here!

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Continuing Education Course - The Good, the Bad, and the Ugly About Medicare Drug Plans

This free continuing education course, accepted by the CFP Board, will teach financial advisors the important role medication costs play in clients' financial plans and how Medicare drug plans work.

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Q2 2022 | Caribou Healthcare Planning Report

This free report breaks down the savings found for all clients who completed a HealthPlanning Analysis in Q2 of 2022. From prescription cost savings to tax savings, financial risk reduction to health plan premium savings, it’s all here!

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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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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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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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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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Continuing Education Course: Alternative Health Insurance Options & Their Risks

This free continuing education course, accepted by the CFP Board, will teach financial advisors how short-term health plans and health sharing ministries impact client’s financial plan, both favorably and unfavorably, to better support clients in their healthcare planning decision-making.

Enroll Today
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