Caribou Case Study: Over 75% Savings in Health Plan Premiums & an Avoided Crisis
May 3, 2022
One of Caribou’s long-standing clients, a financial advisor with CapSouth Wealth Management, came to our team with a unique situation. One of their clients, Elizabeth, had recently become single and had been retired for a year and a half at the age of 62. She lived in her home state for nine years but wanted to move to her adult daughter’s home state to be closer to her since she had just had her first child. Elizabeth wanted to make sure she was prepared for the move; including her healthcare options in a new state.
This case study dives into how we helped Elizabeth and her financial advisor identify cost-saving opportunities and the ideal plan options for her, and even how our team adjusted our initial analysis when Elizabeth received advice from a broker selling short-term health insurance.
Download the free case study below to discover the details on how we created a truly custom analysis that saved Elizabeth time and money and deepened her level of trust in her financial advisor.