Caribou Customer Success Stories: Sensible Financial Planning

Caribou Team
February 28, 2024

Ever wondered what the real-life impact of healthcare planning is? Or maybe you’re curious how actual financial planning firms utilize Caribou. Well, wonder no more! In this Customer Success Story, we’re sharing how Sensible Financial Planning used HealthPlanner to:

  • Create stronger advisor-client relationships by adding a unique offering to their financial planning services.
  • Partner with an objective third-party healthcare planning company to offer clients unbiased health insurance guidance.
  • Help their working clients make informed healthcare decisions to better protect their financial and retirement plans.

Thanks to their in-house Medicare expert, the team at Sensible Financial Planning was well acquainted with Medicare and its impact on clients’ retirement plans before partnering with Caribou. However, they identified that they had several clients who also needed guidance on health insurance who weren’t Medicare eligible. They recognized that clients retiring before 65 and clients years away from retiring were confused and unsure about their healthcare coverage options and looking for guidance. Rather than outsource these conversations to third-party brokers, which comes with competitive risk, Sensible Financial Planning began looking for a way to deliver the same healthcare planning in-house, via an unbiased partner, just as they currently do with Medicare.

Download the Customer Success Story below to learn how Caribou provided a solution and helped Sensible Financial Planning reach their goals, and read testimonials from advisors about Caribou’s healthcare planning software.

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