From $40K in Annual Drug Costs to $4K: A Caribou Case Study

Caribou Team
February 7, 2024

‍

A financial firm in Pennsylvania recently used our services to help one of their clients, Donna*, optimize her financial plan through healthcare planning. Donna sees several different doctors and uses several medications (five specialists and 16 medications, to be exact) and decided to retire at the age of 64 after a long career as a critical care unit nurse. Donna and her financial advisor needed help selecting an insurance plan that would: 

‍

  • Lower the costs of the drugs she takes.
  • Allow her to continue to see her five doctors/specialists.
  • Not negatively impact her goal to retire before 65.
  • Not negatively impact her medical needs or financial goals.

‍

This free case study dives into how we helped Donna and her financial advisor meet all these goals and reduce her annual drug costs by a whopping $35K! 

‍

Fill out the download form below to learn exactly how we created a truly custom analysis that saved Donna thousands of dollars and deepened her confidence in her financial advisor.

‍

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

Download "Caribou Customer Success Stories: Sensible Financial Planning"

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

Download "Supporting Clients Through Open Enrollment: A Collection of Case Studies"

Download "Caribou Customer Success Stories: Jackson Square Capital"

Download the Q2 2023 Caribou Healthcare Planning Report

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

2024 Update
The Key to Growth for Financial Firms: Healthcare Planning

Download the Q1 2023 Caribou Healthcare Planning Report

The Financial Advisor's Guide to Healthcare and Taxes

White Paper
Financial Planning's Missing Pillar: Healthcare Planning

2022 Marketplace Open Enrollment Report

2022 Medicare Open Enrollment Report

Download the Q3 2022 | Caribou Healthcare Planning Report

Using The Most Common Life Events To Bring Healthcare Planning Into Financial Plans: A Caribou Case Study

Healthcare Planning Data Insights: Medicare Open Enrollment

Download the Q4 2022 Caribou Healthcare Planning Report

Download 2023 | The Financial Advisor's Guide to Open Enrollment

Healthcare Planning Data Insights: Marketplace Open Enrollment

Download the Q2 2022 | Caribou Healthcare Planning Report

Download The Secret to Better Client Retention for Financial Advisors: Healthcare Planning

Download Healthcare Planning & Early Retirement: A Guide for Financial Advisors

Download "From $40K in Annual Drug Costs to $4K: A Caribou Case Study"

Download Healthcare Planning 101: A Starter Guide for Financial Advisors

Download the Caribou Case Study “Over 75% Savings in Health Plan Premiums & an Avoided Crisis”