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.
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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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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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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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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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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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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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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This white paper will take a deeper look at healthcare costs and data on client needs and expectations, and how you, the financial advisor, can create strategies to alleviate client concerns. Discover how to successfully incorporate healthcare planning into your service offerings.
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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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Discover data and insights on how healthcare planning can improve client retention, increase client satisfaction, and help you stand out from competitors.
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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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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In this free guide, we break down what healthcare planning is, how it benefits financial advisors and clients, and present data on how financial plans can excel with healthcare planning.
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An in-depth guide on the unique health insurance situations pre-65 retirees find themselves in and how you, their financial advisor, can set them up for a successful retirement.
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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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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.
DownloadMedicare 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.
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
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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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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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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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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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!
DownloadCurious to see what the actual value of healthcare planning is? Lucky for you, we release quarterly reports to share our data with you!
This free report breaks down the savings found for all clients who completed a HealthPlanning Analysis in Q2 of 2023. From prescription cost savings to tax savings, financial risk reduction to health plan premium savings, it’s all here!
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This free report breaks down the savings found for all clients who completed a HealthPlanning Analysis in Q1 of 2023. From prescription cost savings to tax savings, financial risk reduction to health plan premium savings, it’s all here!
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This free report breaks down the savings 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!
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This free report breaks down the savings found for all clients who completed a HealthPlanning Analysis in Q3 of 2022. From prescription cost savings to tax savings, financial risk reduction to health plan premium savings, it’s all here!
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This free report breaks down the savings found for all clients who completed a HealthPlanning Analysis in Q2 of 2022. From prescription cost savings to tax savings, financial risk reduction to health plan premium savings, it’s all here!
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