Move Health: South Carolina Advisors’ Top Pick for End-to-End Healthcare Planning
See what other South Carolina advisors are saying about healthcare planning:
“Healthcare 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.”
Healthcare planning made
Simple & Clear
Move Health is the premier healthcare insurance planning firm utilized by forward-thinking advisors and their valued clients across the country. Our groundbreaking platform puts first-of-its-kind healthcare planning analysis tools and an expert team in your hands.
Accurate Healthcare Costs in Seconds
Leading financial planning softwares get healthcare costs wrong. Using realtime data, Move Health gives you accurate healthcare costs and deliverables in seconds with only 3 client data points.
No usage limits, no per-engagement pricing. Just powerful, easy-to-use software and a stellar team to back it up. All for one low annual price.
Tech-Enabled, Human-Driven
From initial analysis in your office to our team providing white-glove guidance and enrollment support, our process is built to create informed and empowered healthcare consumers.
Who We Serve
Is health insurance the last puzzle piece to put in place before your client retires pre-65?
You’re in the right place.
For many, turning 65 comes with the unique (and often daunting) challenge of transitioning to Medicare.
Our team makes it easy.
Millions of Americans buy health insurance outside of a job every year.
We’re here to help.
Questions? We’ve got answers.
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You should expect to connect with an easy-to-work-with team of healthcare planning experts who will focus on educating you and your clients before we ever recommend a specific plan or strategy. Our goal is always to create informed and empowered healthcare consumers. This means making certain you and your client understand why we're suggesting a particular strategy.
You should also expect for us to continue to build upon our best-in-class software for financial advisors. We want to arm you with powerful analysis tools that allow you to proactively bring healthcare planning to your practice without needing to be an expert.
All of our health plan advisors hold federal certifications in order to best serve your client's Health Insurance & Medicare needs. Many of our team members also hold the CMIP® designation. A Certified Medicare Insurance Planner is a FINRA recognized accreditation that is achieved through years of required experience and continuing education.
Lastly, expect to do business with people that care deeply about you and your clients long term success.
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Move Health provides best-in-class, zero cost to consumer holistic, healthcare planning. This includes individually customized analysis all the way through enrollment and ongoing service.
We receive some of our compensation from the insurance carriers we represent. We represent and carry certifications for over 100 carriers across the country. Our compensation is standardized allowing us to deliver the best solution for each client without risking conflict of interest.
Our Health Plan Advisors are non-commissioned, salaried team members that are not incentivized to recommend one strategy or plan over another. We promise, a client will never be "sold to" at Move Health or enrolled into coverage that doesn't meet a specific need. This also includes reviewing coverages that are available to someone that may result in no compensation for Move Health (COBRA, Retiree Benefits, Spousal Benefits)
Financial Advisors pay a small annual subscription cost for Move Health's healthcare planning technology and access to an experienced, certified and dedicated team of experts.
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Our job is to be your trusted partner, working alongside you and your clients to help them find health coverage that gives them the confidence to make their next move in life. We provide expert guidance, enrollment support and ongoing support for the following:
Medicare
Medicare Supplements (Medigap)
Part D Coverage
Medicare Advantage
Transitioning to Medicare
Health Insurance
Affordable Care Act Marketplace plans (including the advanced premium tax credit)
Off-Marketplace Coverage Options
Healthcare Sharing Programs
Ancillary Coverages
Dental
Vision
Accident/Critical Illness
Beyond our work with clients, we're regularly educating and giving away information to advisory firms across the country. We are educators at heart.
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As a client, there is no fee to work with Move Health. Insurance premiums and plans are regulated by the federal government and each state's Department of Insurance. Insurance carriers do pay us a fee to manage a client's health insurance policy and help them choose the right coverage each year.
That being said, we want to make sure our clients have the right plan and that they feel confident in their unique strategy that we suggest.
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The Move Health Platform for advisors was built to redefine how financial advisors bring up healthcare planning with their clients. Most of the time, this is a reactionary conversation when health insurance has become an issue or blocker for a client.
The Move Health platform gives advisors the confidence to proactively bring up healthcare planning.
Our analysis tools and seamless process to connect a client to an expert health plan advisor make it easy for a financial advisor to integrate healthcare planning into their financial planning process. -
Adding healthcare planning to your offerings doesn’t need to be complicated. Move Health makes it easy with our low-lift onboarding, transparent pricing, and uncapped client engagements.
To see pricing, visit this page.
