Healthcare Planning 101: A Starter Guide for Financial Advisors

Caribou Team
May 27, 2022

Comprehensive financial plans, also known as holistic financial planning or life planning, are meant to take into account all areas of clients’ financial lives to ensure financial security and overall wellbeing. When you consider the fact that one’s health (and healthcare as a service) is a major component of someone’s life, the question goes from “Is healthcare planning valuable?” to “Why haven’t I been doing healthcare planning until now?”

If your goal is to offer truly comprehensive financial plans, you (and more importantly your clients) can’t afford to leave out healthcare. That’s where healthcare planning comes in. 

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. Here’s a sneak peek:

Download “Healthcare Planning 101: A Starter Guide for Financial Advisors” to receive the full, free guide all about healthcare planning and its benefits.

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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”