FAQs, Guides, and Marketing Materials for Financial Advisor Active Customers

Marketing Materials for Client Promotion

🗨️Public Marketing Materials

HealthPlanner User Guide

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Logging into HealthPlanner

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Adding a Household

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Initiating a HealthPlanning Analysis

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Booking a Consultation call with Caribou (used to “debrief” a HealthPlanning Analysis)

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Sending messages through Inbox

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Adding more advisor accounts to HealthPlanner

Description of Caribou’s Services

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HealthPlanning Analysis (”HPA”) The HealthPlanning Analysis is an overview of expected healthcare costs to support financial planning. It includes: - Health utilization estimates - Current coverage overview - Medical tax deductions - Important dates and deadlines - Tailored health plan options for clients undergoing a transition - Doctor search to verify network participations - Medication cost review - Plan enrollment support - A “debrief”/consultation call following the delivery of the HealthPlanning Analysis for a walkthrough and to answer client questions

Other Helpful Resources

Life Events Pamphlet

“Why Do We Ask for Health Data?” Pamphlet

FAQs, Guides, and Marketing Materials for Financial Advisor Active Customers

Marketing Materials for Client Promotion

HealthPlanner User Guide

Description of Caribou’s Services

Other Frequently Asked Questions

Other Helpful Resources