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.

Healthcare Planning

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.

Special Edition | Client Case Studies: 
Healthcare Planning for Less Stress & Anxiety

Download this free collection of case studies showcasing how impactful HealthPlanning Analyses were for clients experiencing stress and anxiety for various reasons. Although created in recognition of Mental Health Awareness Month, advisors can relieve their clients' stress and anxiety year-round.

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Caribou Case Study: J.L. Bainbridge & Co.

Download the free one-page case study to learn how Caribou’s educational webinars (put on exclusively for clients of a wealth management firm) and unique healthcare planning software helped JL Bainbridge & Co. generate demand at minimal cost, close prospects, and grow their AUM.

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Caribou Customer Success Stories: Sensible Financial Planning

This customer success story outlines how Caribou's healthcare planning software helped Sensible Financial Planning offer a unique value-add for clients and create more holistic financial plans. Discover advisor testimonials, the goals Sensible Financial Planning wanted to achieve with Caribou, and more.

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More Than Medicare: How Healthcare Planning Helps Clients Across All Generations

In this collection of case studies, you’ll meet Burney Wealth Management clients* across a variety of generations and Life Events whose financial plans were protected thanks to healthcare planning.

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Caribou Customer Success Stories: Jackson Square Capital

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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Medicare Eligible & Still Working: A Case Study on How To Save Clients Thousands When They Are Working Past 65

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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2024 White Paper | Financial Planning's Missing Pillar: Healthcare Planning

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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The Key to Growth for Financial Firms: Healthcare Planning

Looking to increase your AUM? Searching for unique ways to attract new clients? Healthcare planning might just be the key you need to unlock new growth for your practice.

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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.

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The Financial Advisor's Guide to Healthcare and Taxes

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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Case Study | From $40K in Annual Drug Costs to $4K

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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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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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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Case Study | Using The Most Common Life Events To Bring Healthcare Planning Into Financial Plans

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.

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Open Enrollment

Medicare 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.

Supporting Clients Through Open Enrollment: A Collection of Case Studies

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

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2023 | The Financial Advisor's Guide to Open Enrollment

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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2022 Medicare Open Enrollment Report

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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2022 Marketplace Open Enrollment Report

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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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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Quarterly Reports

Curious to see what the actual value of healthcare planning is? Lucky for you, we release quarterly reports to share our data with you!

Q2 2023 | Caribou Healthcare Planning Report

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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Q1 2023 | Caribou Healthcare Planning Report

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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Q4 2022 | Caribou Healthcare Planning Report

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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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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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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Free Continuing Education Courses

We offer three free CE courses, all approved for one hour of CE credits.

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.

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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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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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