Schedule a discovery call with Move Health

This 30-minute conversation with a member of our team will help us get to know each other, give you an opportunity to learn how our process works, identify your first set of clients to initiate HealthPlanning Analyses for, and learn about the exclusive discount available to Kestra Advisors.

Kestra Advisors Now Have Access to Move Health’s Healthcare Planning Software and Team of Licensed Experts!

Kestra Financial trusts our team to help their advisors and clients with any and all healthcare planning needs.

At Move Health, we provide you with expert health insurance guidance and enrollment support. Our team of licensed agents and award-winning software help you to make an informed and empowered transition to Medicare.

We’ll review your client’s plan options, provide answers to any questions they have, and help create a game plan for their optimal coverage.

Learn about our process and how to prepare for a meeting

ā€œHealthcare planning has become an essential service for wealth planners who want to create a truly comprehensive financial plan for clients.

Without it, financial plans overlook potential pitfalls and miss out on health and financial benefits. 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.ā€
— Jason Buckley, Partner and Director of Client Experience at Provista Wealth Advisors

Kestra Financial Firms Partnering With Us