Supporting Clients Through Open Enrollment: A Collection of Case Studies

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In this collection of case studies, you’ll see that Open Enrollment for both Medicare and the Marketplace can cause confusion and stress for clients. Additionally, there is a lot of misinformation that clients are exposed to during this time of the year. And although healthcare planning is important all year long, Open Enrollment is an especially crucial planning opportunity. Because unless someone has a Life Event that qualifies for a Special Enrollment Period, the Open Enrollment season is the only time they can make changes.

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As you’ll see in many of these case studies, the clients turned to their financial advisors when they realized they needed help deciding on healthcare coverage. Clients trust their financial advisors and expect them to be able to help with all areas of their lives—including healthcare coverage and costs. 

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Download “Supporting Clients Through Open Enrollment: A Collection of Case Studies” to see a wide range of unique, real Open Enrollment cases* that Caribou has helped advisors guide clients through.

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*All names have been changed to protect client confidentiality