No Per-Engagement Fees.
No Cost To Clients.
No Engagement Limits.
Yes, Really.
The Only All-in-One Pre-65 & Medicare Planning Software for Advisors
Trusted by
And many others
Remove One Of Life’s 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.
Proven ROI For You…
Jason Buckley, Partner and Director of Client Experience at Provista Wealth Advisors
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“Healthcare planning is not a one-size-fits-all solution and often has many dynamics to consider, and it's something that clients increasingly want guidance on. Wealth advisors who truly want to fully service their clients, and grow, will take advantage of this opportunity to help navigate their clients through the health insurance landscape.”
Emily Rassam, CFP, Partner and Senior Financial Advisor at Archer Investment Management
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“It has been a fantastic relationship for us. So much so that when we seek new partners, we are looking for ‘The Move Health of...’ insurance, for example. This is a great model and a great team.”
Herbert Kyles, CFP, VP, Wealth Advisor at Farther
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“There's only one major expense we all face to ‘buy our own time’ back & retire before 65: Healthcare.
Move Health solves that puzzle for both the client and the advisor. But they don't stop there; when clients switch to Medicare, it's the same easy process, just with a different plan selection. Thank you, Move Health!”
…And Your Clients
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“As 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.”
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“We 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.”
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“As 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.”
What Makes Move Health Different?
There was a significant gap in healthcare planning for advisors.
❌ Insurance agencies: no feedback loop, limited geography, and no fiduciary oversight.
❌ Healthcare cost estimators: inaccurate and generic.
❌ Other healthcare planning technologies: limited to Medicare and expensive.
Move Health isn’t your typical health insurance agency... ➡️
For starters, we’re 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.