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How One Platform Is Helping Financial Advisors Estimate Retirement Health Insurance Costs

  • Move Health, founded by healthcare veteran Drew Shockley, helps financial advisors estimate retirement health insurance costs with confidence, bringing healthcare into the financial planning conversation more effectively.
  • The platform, HealthPlanner, allows advisors to estimate healthcare costs quickly using age, income, and zip code data points, providing insights on coverage options, costs, subsidy eligibility, and strategies for clients' goals.
  • Move Health supports the full process from projection to plan to enrollment with a licensed team that aids clients and advisors in exploring options, understanding trade-offs, and making informed decisions without commission-driven recommendations.
  • The platform stands out by covering various healthcare options beyond Medicare, such as ACA Marketplace plans, private coverage, supplemental plans, and more, offering holistic planning solutions for financial advisors and their clients.

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