The two copy options below can be used on your website or other promotional materials to promote your firm’s healthcare planning offering.
Copy Option 1
Subheader: Don’t let healthcare stop your financial goals.
Body: As a [FIRM] client, you have access to Caribou’s HealthPlanning Analysis — healthcare planning software that mitigates financial risk by identifying planning opportunities and predicting costs as you go from building a family to getting ready to retire, and beyond.
Subheader: HealthPlanning Analysis Features:
Body:
- Gathers valuable insights on your healthcare goals so we can put a plan in place for your future.
- Provides a personalized summary of your best-fit health insurance plan options to make health insurance enrollments easy.
- Caters to your needs at different life stages and with different levels of service.
- Makes it possible to accurately plan for long-term care and other possible future healthcare needs.
Call To Action: Talk with your advisor about healthcare planning
Copy Option 2
Header: Worried about how healthcare costs will affect your financial future?
Subheader: We’ve got you covered.
Body: Through proactive healthcare planning, [FIRM] is able to provide you with a personalized HealthPlanning Analysis to accurately predict your healthcare costs. The HealthPlanning Analysis also makes it easier to select the best health insurance plan option for you, saving you money and ensuring you have the coverage you need.
Call To Action: Talk with your advisor about healthcare planning