Caribou invites you to their event

Marketplace Open Enrollment 101: Preparing for the 2023 Season

About this event

Open Enrollment for the (Federal) Marketplace is November 1st - January 15th, which means it’s time for financial planning professionals to prepare now!

Helping clients determine their ideal Marketplace coverage is a great way to create a touchpoint with current clients. Plus, being able to promote that you know how to walk clients through the Open Enrollment process can be an excellent strategy to grow and retain clients.

This webinar will go over Enrollment timelines, how to determine which Marketplace coverage options are the optimal choice for individual clients, and how to use Open Enrollment as a planning opportunity to improve clients’ overall financial plans.

Key Learnings - By the end of the webinar, you will:

  • Know how to leverage Open Enrollment as a planning strategy that results in firm growth
  • Understand the difference between different plan types (like PPOs) and how that affects costs
  • Be able to clearly outline action items, such as specific enrollment timeframes based on place of residence
  • Know how to transition to a Marketplace plan from other types of coverage (e.g., employer)
  • Understand how personal preference, risk tolerance, and other factors impact available plans and the cost of coverage
  • Be able to prepare a list (“cheat sheet”) of commonly asked questions by clients regarding healthcare costs and Open Enrollment
  • Understand what Premium Tax Credits are and how to leverage them

Christine Simone, Caribou CEO, will walk you through this presentation and answer any questions you have at the end.

Hosted by

  • Team member
    Christine Simone Co-founder @ Caribou

  • Team member
    Caribou Wealth


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