Caribou invites you to their event

Caribou's 2023 Open Enrollment Summit | How to Protect Clients from Scams During Open Enrollment

About this event

Type: Educational Session

Title: How to Protect Clients from Scams During Open Enrollment


  • Christina Reeg, OSHIIP Director for the Ohio Senior Health Insurance Information Program
  • John Lawton, CEO & Financial Advisor for BLB&B Advisors


  • Clarice Fleming, HealthPlanning Coordinator at Caribou

Details: Unfortunately, the Medicare Open Enrollment season is prime time for scams. These scams pose a major threat to the success of your client's financial plan, and can cause a considerable of stress if your client becomes a victim. In this session, you'll hear insights and tips on how to protect clients from scams, how to help them identify legitimate communications from Medicare, and more.

Hosted by

  • Guest speaker
    John Lawton

  • Team member
    Clarice Fleming Health Planning Coordinator @ Caribou

    With over 10 years of industry experience, I work with clients of financial advisors to assist with Healthcare Planning and education.

  • Guest speaker
    Christina Reeg


Learn how we help financial advisors and their clients build stronger financial futures through healthcare planning.