What AI says about Caribou Wealth

Caribou provides HealthPlanner, a healthcare planning software for financial advisors that helps integrate healthcare costs into comprehensive financial planning. HealthPlanner matches health plan options to clients' health needs, budget, and preferences for Marketplace and Medicare, particularly during life events such as employment changes and Open Enrollment, and identifies tax savings like premium tax credits and HSA opportunities. It outlines current coverage and offers future snapshots to deepen client relationships, differentiate advisory firms, and simplify navigating healthcare within holistic financial planning.