The Key to Growth for Financial Firms: Healthcare Planning
Caribou Team
April 23, 2024
![](https://cdn.prod.website-files.com/6165e759afc74e0f200a520b/6627e83707849c0f9b74f058_Growth%20Guide%20Blog%20Image.png)
2024 Update! Includes new data, an advisor case study, and additional insights.
If you’re trying to increase your AUM or searching for strategies to stand out from competitors to acquire new clients, you’ve come to the right place.
In this free guide, we’re going to break down how adding healthcare planning to your comprehensive financial planning services is the key you need to unlock new growth for your practice.
Inside “The Key to Growth for Financial Firms: Healthcare Planning”, you’ll find data that shows what clients expect from their advisors, what people without advisors are looking for, and how healthcare planning can fulfill the needs of both. Plus, we also share easy ways you can start incorporating healthcare planning into your client conversations and free tips on how to market to potential clients that you offer healthcare planning.
Ready to grow your client base, increase your AUM, lower overall healthcare costs for your clients, and add a unique value to your comprehensive financial planning offering that makes you stand out from the competition?
If you answered, "yes" then download the free guide below:
![](https://cdn.prod.website-files.com/60070e80dfcbf9dc67bb7e86/664f70ec07ac916835bd2e73_Icon%20for%20MHM%20Case%20Study%20Collection.png)
Download "Special Edition | Client Case Studies: Healthcare Planning for Less Stress & Anxiety"
![](https://cdn.prod.website-files.com/60070e80dfcbf9dc67bb7e86/660489a84aa2c594e33c4e23_Icon%20for%20JLB%20Case%20Study.png)
Download "Caribou Case Study: J.L. Bainbridge & Co."
![](https://cdn.prod.website-files.com/60070e80dfcbf9dc67bb7e86/65df9c08d373cb7e77ad2a82_Icon%20for%20SFP%20Success%20Story.png)
Download "Caribou Customer Success Stories: Sensible Financial Planning"
![](https://cdn.prod.website-files.com/60070e80dfcbf9dc67bb7e86/6579f64bd8e59cd5862e8680_Icon%20for%20More%20Than%20Medicare.png)
Download "More Than Medicare: How Healthcare Planning Helps Clients Across All Generations"
![](https://cdn.prod.website-files.com/60070e80dfcbf9dc67bb7e86/6556704e85bce4de08082539_Icon%20for%20OECaseStudyColleciton.png)
Download "Supporting Clients Through Open Enrollment: A Collection of Case Studies"
![](https://cdn.prod.website-files.com/60070e80dfcbf9dc67bb7e86/64de5ecde9548fdfec59b721_VerticalIcon%20August%20Success%20Story.png)
Download "Caribou Customer Success Stories: Jackson Square Capital"
![](https://cdn.prod.website-files.com/60070e80dfcbf9dc67bb7e86/64c14c6d40489adcfbdec5eb_Icon%20for%20Q2%20%2723%20Report.png)
Download the Q2 2023 Caribou Healthcare Planning Report
![](https://cdn.prod.website-files.com/60070e80dfcbf9dc67bb7e86/6494c9c0db83c8a955e0b4e3_VerticalIcon%20June23CaseStudy.png)
Medicare Eligible & Still Working: A Case Study on How To Save Clients Thousands When They Are Working Past 65
![](https://cdn.prod.website-files.com/60070e80dfcbf9dc67bb7e86/6627e775856b2528acf13669_Icon%20for%20Growth%20Guide.png)
2024 Update
The Key to Growth for Financial Firms: Healthcare Planning
![](https://cdn.prod.website-files.com/60070e80dfcbf9dc67bb7e86/6435bd5c98ed9edabe7d6b31_Icon%20for%20Q1%20%2723%20Report.png)
Download the Q1 2023 Caribou Healthcare Planning Report
![](https://cdn.prod.website-files.com/60070e80dfcbf9dc67bb7e86/63f7acd4178adf927a2063ee_Icon%20for%20February%20Guide.png)
The Financial Advisor's Guide to Healthcare and Taxes
![](https://cdn.prod.website-files.com/60070e80dfcbf9dc67bb7e86/65d647f01d4ac3ff71c12f8c_Icon%20for%20%2724%20White%20Paper.png)
White Paper
Financial Planning's Missing Pillar: Healthcare Planning
![](https://cdn.prod.website-files.com/60070e80dfcbf9dc67bb7e86/63e55aed7917267dc3711817_Icon%20for%20%2722%20Marketplace%20Report.png)
2022 Marketplace Open Enrollment Report
![](https://cdn.prod.website-files.com/60070e80dfcbf9dc67bb7e86/63bf1b033f32b005949599e8_Icon%20for%20Q4%20Report.png)
![](https://cdn.prod.website-files.com/60070e80dfcbf9dc67bb7e86/63b5fca4216255e03fdb7a50_Icon%20for%20%2722%20Medicare%20Report.png)
2022 Medicare Open Enrollment Report
![](https://cdn.prod.website-files.com/60070e80dfcbf9dc67bb7e86/636c04de73e093a29982b1f2_Icon%20for%20November%20Guide.png)
![](https://cdn.prod.website-files.com/60070e80dfcbf9dc67bb7e86/635ac8aac41c460c89634c5d_Icon%20for%20Q3%20Report.png)
![](https://cdn.prod.website-files.com/60070e80dfcbf9dc67bb7e86/635ac8aac41c460c89634c5d_Icon%20for%20Q3%20Report.png)
Download the Q3 2022 | Caribou Healthcare Planning Report
![](https://cdn.prod.website-files.com/60070e80dfcbf9dc67bb7e86/63334e25f59306b3ed0c4485_Icon%20for%20LE%20Case%20Study.png)
Using The Most Common Life Events To Bring Healthcare Planning Into Financial Plans: A Caribou Case Study
![](https://cdn.prod.website-files.com/60070e80dfcbf9dc67bb7e86/632cbea5ed2b4881f6c31764_Icon%20for%20Medicare%20Report.png)
Healthcare Planning Data Insights: Medicare Open Enrollment
![](https://cdn.prod.website-files.com/60070e80dfcbf9dc67bb7e86/631f9a6951a31b25351d0398_Icon%20for%20Q2%20Report.png)
![](https://cdn.prod.website-files.com/60070e80dfcbf9dc67bb7e86/630d2c9c4e14f2565be4fcf8_Icon%20for%20August%20Guide.png)
![](https://cdn.prod.website-files.com/60070e80dfcbf9dc67bb7e86/62d5c3cf8f1e130dc76d3a1c_Frame%2014.png)
![](https://cdn.prod.website-files.com/60070e80dfcbf9dc67bb7e86/635c427a67abca5dbda90753_VerticalIcon%20%2440kCaseStudy%20Updated.png)
![](https://cdn.prod.website-files.com/60070e80dfcbf9dc67bb7e86/63bf1b033f32b005949599e8_Icon%20for%20Q4%20Report.png)
Download the Q4 2022 Caribou Healthcare Planning Report
![](https://cdn.prod.website-files.com/60070e80dfcbf9dc67bb7e86/64f90031c5e1bf40aa8d53df_Icon%20for%20%2723%20OE%20Guide.png)
Download 2023 | The Financial Advisor's Guide to Open Enrollment
![](https://cdn.prod.website-files.com/60070e80dfcbf9dc67bb7e86/632cbcdb140ca6a46a2fb57b_Icon%20for%20Marketplace%20Report.png)
![](https://cdn.prod.website-files.com/60070e80dfcbf9dc67bb7e86/632cbcdb140ca6a46a2fb57b_Icon%20for%20Marketplace%20Report.png)
Healthcare Planning Data Insights: Marketplace Open Enrollment
![](https://cdn.prod.website-files.com/60070e80dfcbf9dc67bb7e86/631f9a6951a31b25351d0398_Icon%20for%20Q2%20Report.png)
Download the Q2 2022 | Caribou Healthcare Planning Report
![](https://cdn.prod.website-files.com/60070e80dfcbf9dc67bb7e86/6669ded3eb69dd653c0fe87d_Icon%20for%20Retention%20Guide.png)
Download The Secret to Better Client Retention for Financial Advisors: Healthcare Planning
![](https://cdn.prod.website-files.com/60070e80dfcbf9dc67bb7e86/65d4e9b6d80043afc012f972_EarlyRetirementGuideIcon.png)
Download Healthcare Planning & Early Retirement: A Guide for Financial Advisors
![](https://cdn.prod.website-files.com/60070e80dfcbf9dc67bb7e86/635c427a67abca5dbda90753_VerticalIcon%20%2440kCaseStudy%20Updated.png)
Download "From $40K in Annual Drug Costs to $4K: A Caribou Case Study"
![](https://cdn.prod.website-files.com/60070e80dfcbf9dc67bb7e86/65d3ae6976213d4c1ad9683d_101Guide24.png)
Download Healthcare Planning 101: A Starter Guide for Financial Advisors
![](https://cdn.prod.website-files.com/60070e80dfcbf9dc67bb7e86/65cba23d84a39cf9ca3b479b_Case%20Study%20Icon%20-%20Capsouth24.png)
Download the Caribou Case Study “Over 75% Savings in Health Plan Premiums & an Avoided Crisis”
![](https://cdn.prod.website-files.com/60070e80dfcbf9dc67bb7e86/6271aedd5701e57cb9993672_Case%20Study%20Icon%20-%20Download%20Symbol%20Small%20-%20mobile.png)
![](https://cdn.prod.website-files.com/60070e80dfcbf9dc67bb7e86/6290f5dde783d60643e4cc87_VerticalIcon-Guide.png)