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 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.
Download
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.
Download
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.
Download
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!
Download
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.
Download
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.
Download
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.
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.
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!
Download
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.
Download
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.
Download
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!
Download
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 Q4 of 2022. From prescription cost savings to tax savings, financial risk reduction to health plan premium savings, it’s all here!
Download
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!
Download
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.
Enroll Now
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.
Enroll Now
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.
Enroll Now