Healthcare Planning Data Insights: Marketplace Open Enrollment

In preparation for and during Marketplace Open Enrollment periods, Caribou’s financial planning partners initiated Health Planning Analyses (HPAs) for both clients enrolling in the Marketplace for the first time and clients already enrolled but ready to make a revision. The HPAs show financial advisors and their clients real costs and insights to help them make an informed decision to pick the optimal coverage for their specific needs. In this free report, you’ll find the average annual savings found per analysis for all the Marketplace Open Enrollment HPAs conducted by Caribou up until September 2022. From tax savings to financial risk reduction, it’s all here!

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