Caribou's 2023 Open Enrollment Summit | How to Position Healthcare Planning for Growth During Open Enrollment

Type: Panel Discussion

Title: How to Position Healthcare Planning for Growth During Open Enrollment

Speakers:

• Clifford P. Haugen, CFA, President and Financial Advisor for BLB&B Advisors
• Christine Simone, CEO of Caribou

Moderator:

• Robert Huebscher, Founder of Advisor Perspectives and Vice Chairman at VettaFi

Details: Looking to increase your client base? Searching for strategies to stand out from competitors and attract new clients? Open Enrollment is the perfect opportunity to introduce healthcare planning into your financial planning capabilities and show potential clients that you offer a unique, valuable service. Our panelists will share insights on why offering healthcare planning during Open Enrollment is an excellent way to grow your client base, plus strategies you can start using today.