Guides, white papers, and case studies about the costs of healthcare, how to implement healthcare planning, how healthcare planning benefits specific types of clients like pre-65 retirees, tax savings opportunities found through healthcare planning, and more.
This customer success story outlines how Caribou's healthcare planning software helped Jackson Square Capital to deepen their advisor-client relationships and improve retention. Discover advisor and client testimonials, the goals Jackson Square Capital wanted to achieve with Caribou, and more.
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This case study dives into how a firm helped a new client realize he'd been spending too much on healthcare costs by delaying Medicare coverage, and how his advisor used HealthPlanner to find his ideal Medicare plan.
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This white paper will take a deeper look at healthcare costs and data on client needs and expectations, and how you, the financial advisor, can create strategies to alleviate client concerns. Discover how to successfully incorporate healthcare planning into your service offerings.
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Looking to increase your client base? Searching for strategies to stand out from competitors to attract new clients? Adding healthcare planning to your comprehensive financial planning services might just be the key you need to unlock new growth for your practice. Learn more in our free guide by clicking below.
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Discover data and insights on how healthcare planning can improve client retention, increase client satisfaction, and help you stand out from competitors.
Read this guide to learn how to confidently discuss four basic, but crucial, healthcare factors that can impact clients’ taxes. Plus, discover healthcare planning strategies to tap into additional tax savings opportunities.
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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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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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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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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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Discover our data about life events, what leads to these various life events and their associated costs, and how you can identify these planning opportunities in your clients’ lives.
DownloadMedicare and Marketplace Open Enrollment are both huge cost savings and plan optimization opportunities for financial advisors and their clients. Learn insights and tips about Open Enrollment, as well as our data specifically from HealthPlanning Analyses conducted for Open Enrollment.
Inside, you'll see real cases* of how advisors used HealthPlanner to guide clients through complex healthcare decisions during Medicare and Marketplace Open Enrollment, leading to happy and relieved clients and more comprehensive financial plans.
*All names have been changed to protect client confidentiality
This free guide offers helpful information, insights, and strategies to help you, a financial planning professional, go into this Open Enrollment season with confidence and actionable steps to guide clients through this crucial planning opportunity.
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Caribou helped financial advisors identify cost savings and plan optimization opportunities for their Medicare clients. Discover the average savings found per analysis for all Medicare Open Enrollment HPAs conducted during the 2022 Open Enrollment season in this free report.
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Caribou helped financial advisors identify cost savings and plan optimization opportunities for their Marketplace clients. See the average savings found per analysis for all Marketplace Open Enrollment HPAs conducted during the 2022 Open Enrollment season in this free report.
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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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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!
DownloadCurious to see what the actual value of healthcare planning is? Lucky for you, we release quarterly reports to share our data with you!
This free report breaks down the savings found for all clients who completed a HealthPlanning Analysis in Q2 of 2023. From prescription cost savings to tax savings, financial risk reduction to health plan premium savings, it’s all here!
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This free report breaks down the savings found for all clients who completed a HealthPlanning Analysis in Q1 of 2023. From prescription cost savings to tax savings, financial risk reduction to health plan premium savings, it’s all here!
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This free report breaks down the savings found for all clients who completed a HealthPlanning Analysis in Q4 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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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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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!
DownloadWe offer three free CE courses, all approved for one hour of CE credits.
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.
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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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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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