Caribou's 2024 Open Enrollment Summit | Open Enrollment 101

Type: Educational Session

Title: Open Enrollment 101

Speaker: Christine Simone, Caribou CEO

Details: This session will cover everything you need to know to make this Open Enrollment season an effective opportunity for creating more robust financial plans for clients, offering additional value, and protecting clients from avoidable risk.

The first part of this session will cover Medicare Open Enrollment, providing an overview of its pieces and parts, what they cover, and their general associated costs. With those basics understood, it will then go into the many types of modifications that can be made during Medicare Open Enrollment, running annually from Oct 15th - Dec 7th.

Following this, the session will transition to a similar structure for the Marketplace, applicable to pre-65 retirees, business owners, and dependents, covering an overview first and then applicable changes that can be made. The session will wrap up with case studies and direct cost savings opportunities of going through this exercise with clients as part of your financial planning process.

By the end of this session, you will be able to:

• Accurately recall the dates and timelines of the Open Enrollment period for both Medicare and the Marketplace.
• Identify changes that are possible during the Medicare Open Enrollment period.
• Identify changes that are possible during the Marketplace Open Enrollment period.
• Understand the financial impact of not reviewing insurance coverage annually.

Christine will also host a Q&A session at the end of the presentation.