For FAQs, client email templates, brochures, video tutorials of the platform, and more, visit:
FAQs, Guides, and Marketing Materials for Financial Advisor Active CustomersThe Learn Center was built as a client-facing resource for all things involving healthcare costs, insurance, retirement, and more! Your clients also have access to the same articles listed below. We are sharing this information with financial advisors, as well, as it contains healthcare planning education that you might find valuable in your client conversations!
But first… A recap on healthcare planning:
Healthcare planning is a comprehensive overview and optimization of clients’ present and future healthcare costs based on personalized needs and budgets. This includes but is not limited to retirement planning, switching plans, managing finances around a chronic illness, and transitioning off of parents’ plans.
‣
Available Now: Free CE Credit Courses and On-Demand Webinars!
Learn Center Articles
The Basics:
Alternatives to Health Insurance: Short-Term Health Insurance and Health-Sharing MinistriesCost-Sharing ReductionsDrug Formularies ExplainedHealth Savings Accounts ExplainedHealthcare Plan Choices: PPO vs HMO vs EPO vs POSHow to Successfully Build Your New Medical Care TeamIn-Network and Out-of-Network Coverage: Understanding Your Access to ProvidersPlatinum, Gold, Silver, Bronze - The Metal Tiers of HealthcarePremium Tax CreditsStudent Health Insurance - Deciding to Opt-In or WaiveThe Patient Protection and Affordable Care ActUnderstanding Your Military BenefitsWhen to Take a Medical Tax DeductionWhich US States Offer PPO Plans on the Marketplace?Health Insurance for Federal WorkersPre-65/Getting Coverage through the Marketplace:
COBRADental and Vision Add-ons to Your ACA PlanPreparing for the Transition from Employer to Marketplace PlanWhat is the “Marketplace” or “Exchange”?When Can I Enroll in a Marketplace Plan?Post-65/Getting Coverage through Medicare:
Changing Your Medicare Part D Plan (Prescription Drug Plan)How to Enroll in Medicare When You Turn 65IRMAA ExplainedLate Enrollment Penalty FeesMedicare AdvantageMedicare Donut HoleMedicare Supplemental Plans (Medigap)Medicare Trial RightsNotice of Medicare Non-CoverageParts of MedicarePreparing for the Transition from Employer to Medicare InsuranceSocial Security Disability BenefitsWhat are Social Security Benefits?What to Know About the Medicare Enrollment TimelinesExpats and MedicareMedicare and Mental HealthLife Milestones: Re-evaluating Health Insurance
Re-evaluating Your Health Insurance: Change in Your Health Status or the Loss of a Loved One Re-evaluating Your Health Insurance: Changing Job or RelocatingRe-evaluating Your Health Insurance: Going to College and Post-GraduationRe-evaluating Your Health Insurance: Growing Your FamilyRe-evaluating your Health Insurance: Retirement and MedicareFor Caribou’s Health Insurance Glossary & FAQ, please click here.