Your firm has decided to partner with Caribou — woohoo! 🎉
But, what exactly is Caribou? What do we offer that helps you?
Caribou equips financial advisors with a healthcare planning toolkit that allows them to expand their offerings, build deeper relationships, and protect their clients’ wealth.
More specifically:
Caribou offers healthcare planning software (HealthPlanner) to give financial advisors the ability to plan for clients' current and future healthcare costs, thereby creating a holistic and accurate financial plan. HealthPlanner allows financial advisors to better protect their clients’ assets through customized analyses of a client’s healthcare costs based on their current and potential health and lifestyle needs and risks. Best of all, every HealthPlanning Analysis is customized to clients’ specific needs.
Through the HealthPlanning Analysis, your clients get a clearer picture of how to plan for their current and future finances.
We simplify healthcare planning so you and your clients can accurately plan for their lifestyle, now and in the future, with peace of mind.