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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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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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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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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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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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!
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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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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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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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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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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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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 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.
