The All-in-One Pre-65 & Medicare Planning Software Used & Trusted By
Proven ROI For Youā¦
Jake Gardner
Defining Wealth Co-Founder & Lead Financial Planner
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āThe partnership with Move Health has greatly added to our capabilities on the healthcare planning side. Instead of largely being āin the darkā with insurance premiums and handing our clients off only to never hear the outcome, Move Health has partnered with us to make ACA and Medicare planning a simple, easy process for our advisors and our clients. They have a wonderful team and a similar focus on human-first, tech-forward advice and services for the insurance planning side. We wouldn't be as effective for our pre-retiree and early retiree folks without them.ā
Kyle Kuyat
Defining Wealth Co-Founder
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āOur partnership with Move Health has been a great addition to our ability to serve our clients. Two of the largest grey areas beyond āCan I retire?ā are taxes and health insurance. Move has been a great partner in understanding how the health insurance decision affects everything else in the plan. Theyāre a huge asset for any advisor.
ā¦And Your Clients
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āAs retired senior citizens, there is nothing scarier than hearing changes are coming to your Part D drug plan! When we heard about Move Health, we called immediately. In just minutes, my husband and I were both signed up for drug plans that are going to cover all of our prescriptions and save us money. Move Health had all the necessary information about drug plans at their fingertips and did in minutes what would have taken us a lot of time and worry.ā
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āWe were referred to Move Health by our financial advisor to help us get our insurance costs down. They were great to work with, so knowledgeable on everything insurance, and could answer any questions we had. They guided us in making some changes that helped us reduce our monthly premiums. Would 100% recommend and definitely plan on working with them in the future.ā
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āAs a sole proprietor, health insurance has always felt really complex and fraught with pitfalls. Working with Move Health has eliminated all the stress and second-guessing. Now, choosing the RIGHT health plan is EASY, and I feel CONFIDENT in my choices. I've used Move Health for years, and I've never had any regrets.ā
Remove One Of Lifeās Most Common Financial Barriers, Healthcare Costs, For Your Clients.
Whether you serve a dozen clients or a thousand, Move Health equips you with the tools, insights, and expert guidance to make healthcare planning personalized, scalable, and simple.
There was a significant gap in healthcare planning for advisors.
ā Insurance agencies: no feedback loop and limited geography.
ā Healthcare cost estimators: inaccurate and generic.
ā Other healthcare planning technologies: limited to Medicare and expensive.
Move Health isnāt your typical health insurance agency... ā”ļø
What Makes Move Health Different?
For starters, weāre laser-focused on serving financial advisors and their clients. We understand the importance of strong advisor-client relationships and how a well-rounded service offering can make or break those relationships.
Our award-winning software, HealthPlanner, and team of licensed agents costs advisors one low, annual fee.
No per-engagement fees.
No cost to clients.
No engagement restrictions.
Yes, really.