Open Enrollment
Resource Center

An online center filled with helpful Open Enrollment links, tips, articles, and more!

Revisit this page throughout the Open Enrollment periods for updates and new content.

Open Enrollment for Medicare is from October 15 – December 7 each year, during which time, you can join, switch, or drop a plan. For more information, to enroll, or to make changes, please visit Medicare.gov.

Just how important are Medicare enrollments and revisions?

Optimizing your Medicare coverage can result in hundreds of dollars in savings! Just look at the savings Caribou’s healthcare planning software has found financial advisors and their Medicare clients through the HealthPlanning Analysis:

$665/yr
In health plan premiums.
$117/yr
In drug plan premiums.
$380/yr
In total drug costs.

See the average savings found per analysis for all the Medicare Open Enrollment HealthPlanning Analyses conducted by Caribou up until September 2022 in our free report here.

Informational resources about Medicare and Open Enrollment:

Medicare Enrollment 101: A Guide for Financial Advisors to Help Clients Sign Up for Medicare

READ the Blog

Medicare Open Enrollment For Financial Advisors

Watch the video

KFF's Medicare Open Enrollment FAQs                                                                                     

READ the FAQs

Three Top Tips Financial Advisors Need to Know During Medicare Open Enrollment

READ the Blog

CE Course | The Good, the Bad, and the Ugly About Medicare Drug Plans

explore The Course

How to Help Clients Pick a Medicare Plan                                                                          

READ the Blog

Why It's Crucial to Optimize Clients' Medicare Drug Coverage Plan (Part D)

read the blog

Open Enrollment for 2023 plans run from November 1, 2022–January 15, 2023. But please note some states might have different enrollment dates. For more information, to enroll, or to make changes, please visit the official Healthcare.gov website.

Why are Marketplace enrollments and revisions important to clients’ financial success? 

Because choosing the right coverage can save them thousands of dollars! Just look at the savings Caribou’s healthcare planning software has found financial advisors and their Marketplace clients (including pre-65 retirees, business owners, and dependents) through the HealthPlanning Analysis:

$5,702/yr
In health plan premiums.
$9,604/yr
In tax savings.
$14,130/yr
In financial risk reduction.

See the average savings found per analysis for all the Marketplace Open Enrollment HealthPlanning Analyses conducted by Caribou up until September 2022 in our free report here.

Informational resources about the Marketplace and Open Enrollment:

Marketplace Open Enrollment is Here: Six Things to Know
                                                                        

READ the Blog

Marketplace Open Enrollment for Financial Advisors

Watch the video

KFF’s Health Insurance Marketplace and the ACA FAQs

READ the FAQs

Your Guide to the ACA Marketplace: How Advanced Premium Tax Credits Work

READ the Blog

Four Reasons to Not Wait Until January to Enroll in an ACA Health Plan

Read The Article

How to Help Clients Pick a
Marketplace Plan
                                                                           

READ the Blog

How to Pick a Health Plan: Preferences and Questions to Make Choosing Easier

READ the Blog

Revisit all throughout the Open Enrollment Periods for more resources and tips!

Interested in learning how Caribou's healthcare planning software
offers clients savings and peace of mind?

Contact Us