Financial Advisors Want to Know: Simplifying Health Insurance for Your Practice and Clients - Ep. 86

Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.

On today's episode we have Christine Simone. Previous founder & CEO at Caribou, now leading Partnerships and Product at Move Health. At Caribou, Christine led the creation of the first technology-driven healthcare planning platform for financial advisors, helping define and establish a new category within wealth management. Under her leadership, Caribou’s flagship software, HealthPlanner, became a Wealthie Award-winning platform and was named a T3 “All-Star” in the Technology for Today survey two years in a row—an accolade achieved by few companies among hundreds.

The company’s acquisition by Move Health in January 2025 expanded its reach across health insurance enrollment, benefits guidance, and integrated financial planning. In addition to empowering a team to grow the company from inception to acquisition, Christine also assembled a distinguished Board and investor group, including leading voices from Silicon Valley and the wealth management industry.

Christine was recently recognized on Forbes 30 Under 30 in the Healthcare category and WealthManagement.com's Top 10 to Watch in 2024, a testament to the incredible work that her team does in these two areas!

Key takeaways from podcast:

• Health Planning is Critical but Often Overlooked: Advisors often miss health insurance and costs when building client financial plans, creating gaps in understanding and client confidence.
• Start With Yourself: Advisors should first explore their own health planning and administrative processes before offering insights to clients—this builds experience and credibility.
• Leverage Expert Partnerships: Advisors don’t need to be insurance experts; identifying opportunities and connecting clients with trusted partners ensures coverage and reduces operational drag.
• Holistic Financial Advice Boosts Client Relationships: Discussing health insurance and costs strengthens trust, deepens relationships, and differentiates advisors in a crowded market.
• Timing and Process Matter: Advisors can integrate health planning into client touchpoints (e.g., Medicare or marketplace open enrollment) using efficient workflows, portals, and checklists to streamline implementation.

Connect with Christine:
https://www.linkedin.com/in/christinesimone3/

Move Health's website:
https://movehealth.io/

Connect with Catherine:
https://www.linkedin.com/in/ctindallcpa/

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