The Basics Resources
One-Pagers and Brochures
Early Retiree Health Insurance Options
Retiring before 65 is a goal many clients have, but they often don’t know where to turn for healthcare coverage to bridge the “gap” between retirement age and Medicare eligibility. This resource gives a quick explainer of the various options available to early retirees.
Everything you need to know about Health Savings Accounts (HSAs), including their benefits and who qualifies, in a one-page explainer.
In the landscape of healthcare plan choices, navigating the various options can feel like venturing into a labyrinth. From PPOs to HMOs, EPOs, and POS plans, each acronym represents a different network model with its own set of benefits and considerations. We make it easier to understand with this one-pager!
You can save this handy flyer to your computer or print it to keep nearby! Move Health’s Life Events flyer will help you quickly and easily identify life events year-round and incorporate healthcare planning activities into your quarterly client services calendar.
Guides and Case Studies
Healthcare Planning 101: A Starter Guide for Financial Advisors
In this free, in-depth guide, you’ll learn what healthcare planning is, see the benefits financial advisors and their clients gain from it, and discover data on how financial plans can excel with healthcare planning.
White Paper | Financial Planning’s Missing Piece: Healthcare Planning
Fill out the form below to take a deep dive into healthcare costs and data, discover what today’s clients expect from advisors when it comes to healthcare planning, and learn how you, the advisor, can implement strategies to alleviate client concerns. This white paper will also explain how to successfully incorporate healthcare planning into your service offerings without stretching yourself (or your budget) thin.
The Key to Growth for Financial Firms: Healthcare Planning
Looking to grow your AUM? Searching for unique ways to attract new clients? Healthcare planning might just be the key you need to unlock new growth for your practice! Download the free guide below.