Q4 2022 | Caribou Healthcare Planning Report

Caribou Team
January 11, 2023

From October to December of 2022, Caribou’s financial planning partners initiated HealthPlanning Analyses across many different client circumstances, from planning for Medicare to supporting moving to a new state, and everything in between.

For those unfamiliar, a HealthPlanning Analysis is the custom report our healthcare planning software creates for financial advisors’ clients. The HealthPlanning Analysis takes into consideration a client’s healthcare needs, financial goals, lifestyle, location, and many other factors that impact healthcare costs to predict expected spend for the year. It also suggests various optimization strategies, such as showing health plan choices that fit clients’ specific goals and health needs. 

Inside this free report, you’ll discover a breakdown of the savings we found for all clients who completed a HealthPlanning Analysis in Q4 of 2022. From prescription cost savings to tax savings, financial risk reduction to health plan premium savings, it’s all here!

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 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”