Healthcare Planning
Guides, white papers, and case studies about the costs of healthcare, how to implement healthcare planning, how healthcare planning benefits specific types of clients like pre-65 retirees, tax savings opportunities found through healthcare planning, and more.
Impressing High-Net-Worth Clients: A $15M Client & The Positive Impact of Healthcare Planning
Download the free case study to learn how offering in-house healthcare planning helped a wealth management advisor to exceed a $15M net-worth client's expectations, guide her through an important Life Event, and deepen the sense of trust in their advisor-client relationship.
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Special Edition | Client Case Studies:
Healthcare Planning for Less Stress & Anxiety
Download this free collection of case studies showcasing how impactful HealthPlanning Analyses were for clients experiencing stress and anxiety for various reasons. Although created in recognition of Mental Health Awareness Month, advisors can relieve their clients' stress and anxiety year-round.
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Caribou Case Study: J.L. Bainbridge & Co.
Download the free one-page case study to learn how Caribou’s educational webinars (put on exclusively for clients of a wealth management firm) and unique healthcare planning software helped JL Bainbridge & Co. generate demand at minimal cost, close prospects, and grow their AUM.
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Caribou Customer Success Stories: Sensible Financial Planning
This customer success story outlines how Caribou's healthcare planning software helped Sensible Financial Planning offer a unique value-add for clients and create more holistic financial plans. Discover advisor testimonials, the goals Sensible Financial Planning wanted to achieve with Caribou, and more.
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More Than Medicare: How Healthcare Planning Helps Clients Across All Generations
In this collection of case studies, you’ll meet Burney Wealth Management clients* across a variety of generations and Life Events whose financial plans were protected thanks to healthcare planning.
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Caribou Customer Success Stories: Jackson Square Capital
This customer success story outlines how Caribou's healthcare planning software helped Jackson Square Capital to deepen their advisor-client relationships and improve retention. Discover advisor and client testimonials, the goals Jackson Square Capital wanted to achieve with Caribou, and more.
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Medicare Eligible & Still Working: A Case Study on How To Save Clients Thousands When They Are Working Past 65
This case study dives into how a firm helped a new client realize he'd been spending too much on healthcare costs by delaying Medicare coverage, and how his advisor used HealthPlanner to find his ideal Medicare plan.
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The Key to Growth for Financial Firms: Healthcare Planning
Looking to increase your AUM? Searching for unique ways to attract new clients? Healthcare planning might just be the key you need to unlock new growth for your practice.
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The Secret to Better Client Retention for Financial Advisors: Healthcare Planning
Discover data and insights on how healthcare planning can improve client retention, increase client satisfaction, and help you stand out from competitors.
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The Financial Advisor's Guide to Healthcare and Taxes
Read this guide to learn how to confidently discuss four basic, but crucial, healthcare factors that can impact clients’ taxes. Plus, discover healthcare planning strategies to tap into additional tax savings opportunities.
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Case Study | From $40K in Annual Drug Costs to $4K
This case study explains how we helped a client and her financial advisor in Pennsylvania not only meet all her medical and financial goals, but also reduce her annual drug costs by a whopping $35K!
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Case Study | Over 75% Savings in Health Plan Premiums & an Avoided Crisis
This case study dives into how we helped a client and her financial advisor identify cost-saving opportunities and the ideal plan options for her.
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Case Study | Using The Most Common Life Events To Bring Healthcare Planning Into Financial Plans
Discover our data about life events, what leads to these various life events and their associated costs, and how you can identify these planning opportunities in your clients’ lives.
DownloadOpen Enrollment
Medicare and Marketplace Open Enrollment are both huge cost savings and plan optimization opportunities for financial advisors and their clients. Learn insights and tips about Open Enrollment, as well as our data specifically from HealthPlanning Analyses conducted for Open Enrollment.
Supporting Clients Through Open Enrollment: A Collection of Case Studies
Inside, you'll see real cases* of how advisors used HealthPlanner to guide clients through complex healthcare decisions during Medicare and Marketplace Open Enrollment, leading to happy and relieved clients and more comprehensive financial plans.
*All names have been changed to protect client confidentiality
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2025 | The Financial Advisor's Guide to Open Enrollment
This free guide offers helpful information, insights, and strategies to help you, a financial planning professional, go into this Open Enrollment season with confidence and actionable steps to guide clients through this crucial planning opportunity.
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2022 Medicare Open Enrollment Report
Caribou helped financial advisors identify cost savings and plan optimization opportunities for their Medicare clients. Discover the average savings found per analysis for all Medicare Open Enrollment HPAs conducted during the 2022 Open Enrollment season in this free report.
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2022 Marketplace Open Enrollment Report
Caribou helped financial advisors identify cost savings and plan optimization opportunities for their Marketplace clients. See the average savings found per analysis for all Marketplace Open Enrollment HPAs conducted during the 2022 Open Enrollment season in this free report.
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Healthcare Planning Data Insights: Medicare Open Enrollment
Discover the average savings found per analysis for all the Medicare Open Enrollment HealthPlanning Analyses conducted by Caribou up until September 2022. From prescription cost savings to tax savings, financial risk reduction to health plan premium savings, it’s all here!
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Healthcare Planning Data Insights: Marketplace Open Enrollment
Inside, you’ll discover a breakdown of the savings we’ve found for all clients who have completed a HealthPlanning Analysis for the Marketplace (Affordable Care Act-compliant plans) during Open Enrollment. From tax savings to financial risk reduction, it’s all here!
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