Move Health Brief | The Values of Healthcare Planning: Time, Security, and Cost Optimization
Key Takeaways
Healthcare planning offers many benefits to advisors and their clients, but in this brief, we’re going to focus on three of the most significant value points clients receive when their advisors partner with Move Health.
Time: Something we all need more of, right? So many people delay health insurance decisions because of the time it takes to understand their options. There are also Life Events that leave people with very short deadlines to make health insurance decisions, which often results in them choosing a less-than-optimal plan option. Lastly, the right healthcare coverage can also help someone retire early, start a business sooner than planned, or finally make their next big life move.
With Move Health’s healthcare planning software and team of agents, we save clients precious time when making important healthcare coverage decisions.
Security: Daunting. Confusing. Unsure. These are words you often hear when someone talks about healthcare coverage, particularly in retirement. Will they be able to retire when they want to and still have affordable, comprehensive coverage? Who can they turn to for trustworthy guidance?
Thanks to Move Health’s model, clients walk away from their engagements feeling heard, informed, and confident about their path forward.
Cost Optimization: Personalized healthcare planning allows advisors to include healthcare costs in their clients’ financial plans, leading to better overall cost optimization for clients. Additionally, when clients engage with Move Health, many are pleasantly surprised that their healthcare coverage options in retirement are often lower than they expected (and that they’ll still receive comprehensive coverage at an affordable price).
Move Health’s award-winning software identifies cost optimization opportunities for clients, resulting in relief and more money in their financial plan to allocate elsewhere.
To see the full brief, including real client testimonials about how Move Health saved them time, helped them feel secure in their retirement plans, and identified cost savings, click the button below.
