Special Edition | Client Case Studies: Healthcare Planning for Less Stress & Anxiety

Caribou Team
May 23, 2024

May is Mental Health Awareness Month, but as everyone knows, mental health is important year-round. And since finances are the number one reason for stress among 73% of Americans, it stands to reason that financial advisors are in a great position to help relieve clients’ anxiety. Additionally, a recent poll found that healthcare is one of the top five concerns for Americans and 45% of Americans reported feeling very or somewhat worried about being able to afford various healthcare costs.

With rising healthcare expenses, it's no surprise that clients feel anxious and stressed about how they'll manage these costs, especially during their retirement years. One study found that healthcare costs were one of the top five concerns for affluent clients in the Baby Boomer generation. 

As a financial advisor, you have the opportunity to ease the anxiety and stress clients feel about healthcare by guiding them through important healthcare decisions, especially during major Life Events. In this collection of case studies, we’ll dive into a few client cases showing how impactful HealthPlanning Analyses were for clients experiencing stress and anxiety for various reasons.

Download "Special Edition | Client Case Studies: Healthcare Planning for Less Stress & Anxiety"

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”