ACA (Marketplace) Resources
One-Pagers and Brochures
Consider this your cheat sheet for what to know about the Affordable Care Act (ACA).
A handy one-pager to help you correctly calculate income for Marketplace (ACA) coverage and subsidies.
Gold, silver, and bronze aren’t just for Olympic medals! And unlike Olympic medals, the names of these coverage tiers don’t indicate the level of quality. Read this simple one-pager explaining the difference in ACA coverage tiers.
A quick explainer of cost-share-reductions and how they help eligible individuals and families save on out-of-pocket healthcare costs.
Special Enrollment Periods (SEP)
Client miss their Open Enrollment window? They might qualify for a Special Enrollment Period! Check out the on-pager to learn more.
Guides and Case Studies
Impressing High-Net-Worth Clients: A $15M Client & The Positive Impact of Healthcare Planning
Download this free case study to learn how offering in-house healthcare planning helped a wealth management advisor exceed a $15M net-worth client's expectations, guide her through an important Life Event, and deepen the sense of trust in their advisor-client relationship.
Healthcare Planning for Life on the Road: An RV Couple’s Retirement Journey
A SCOAPE Financial Group & Move Health Case Study
An advisor knew how important travel was to his 64-year-old and 60-year-old clients. The couple wanted to travel even more now that they were retired, but were worried about healthcare costs and coverage. With this in mind, the advisor connected his nomadic clients with Move Health to ensure they understood their healthcare coverage options and timelines, and that they receive optimized coverage to avoid derailing their retirement lifestyle.
Retirement Green Light: The Healthcare Planning Insight That Won the Client
A Move Health & Swell Financial Partners Case Study
Being able to solve the final hurdle of healthcare costs and give clients the green light to retire is a big win for financial advisors and clients alike. Healthcare planning has become one of the most meaningful conversations Nick and his firm have with clients — because solving it changes what retirement actually looks like for real people.
From Paralyzed To Prepared: Guiding Clients Through Career, Retirement, and Healthcare Decisions
A Move Health & Archer Investment Group Case Study
The Archer Investment Management team partners with Move Health to solve the health insurance problems that so many clients face when it comes to their retirement plans. This case study examines three client stories where Move Health & Archer Investment Management were able to help clients go from paralyzed to prepared in their retirement plans.
Healthcare Planning & Early Retirement: A Guide for Financial Advisors
An in-depth guide on the unique health insurance situations pre-65 retirees find themselves in and how you, their financial advisor, can set them up for a successful retirement by supporting this key life event and avoiding gaps in healthcare coverage.
The Financial Advisor’s Guide to Open Enrollment
This guide will show financial advisors why it's important to review clients' healthcare coverage each year during Open Enrollment, and you'll receive actionable tips and strategies to implement healthcare planning into your conversations with clients during Open Enrollment.