White Paper | Financial Planning’s Missing Pillar: Healthcare Planning

Caribou Team
February 21, 2024

This white paper will take a deeper look at healthcare costs and data on client needs and expectations, and how advisors can create strategies to alleviate client concerns.

It will address specific examples that illustrate the impact on clients and offer actionable steps advisors can take today to successfully incorporate healthcare planning into their service offerings. The key points we’ll look at are:

  • Healthcare costs are rising unpredictably.
  • Choosing the “right” health insurance can be bewildering.
  • With higher life expectancy comes more disease and stress.
  • People are struggling to navigate the complexity of the healthcare system.

Having the tools to engage in healthcare-related discussions represents a real differentiator for advisors. While the complexity and the highly situation-specific nature of incorporating healthcare advisory into a traditional financial practice may seem daunting at first, the right partner can make the transition quite easy.

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