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Bring Healthcare Planning In-House With HealthPlanner

Powered by Move Health, our software takes the heavy lifting out of finding health insurance and planning for healthcare costs.

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From building a family to getting ready to retire (and everything in between), health insurance is a key part of comprehensive financial planning.

With HealthPlanner, you can provide clients with a personalized summary of their best-fit plan options to make health insurance enrollments easier—all while catering to your clients' needs at different life stages and with different levels of service.

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We offer transparent & flexible pricing for firms of all sizes.

Visit Move Health's website to learn more about pricing options.

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HealthPlanner Features:
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Health plan optimization for the Marketplace, Medicare, and more based on the many life events clients experience.

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  • Tax savings finder that identifies  tax savings opportunities such as premium tax credits and HSA tax savings.
  • Look ahead to future events to create more comprehensive financial plans for your client's futures.
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