The Only Pre-65 & Medicare Planning Software
No Per-Engagement Fees.
No Cost to Clients.
No Engagement Limits.
Exclusively for Financial Advisors
2,400+
advisor community
$38M
client savings last year
38
states licensed
Healthcare costs shouldn’t be one of them.
There are a lot of reasons to not retire.
Whether you serve a dozen clients or a thousand, Move Health equips you with the tools, insights, and expert guidance to make healthcare planning personalized, scalable, and simple.
Built for Advisors,
Better for Clients
Healthcare planning software that runs in minutes, a salaried team of Health Plan Advisors, and a workflow that fits in with your current plan and processes.
Tech-Enabled
Human-Driven
The only end-to-end healthcare planning solution built with fiduciary responsibilities in mind.
Proven ROI For Advisors
Emily Rassam, CFP®, Partner & Senior Financial Advisor
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“It has been a fantastic relationship for us. So much so that when we seek new partners, we are looking for ‘The Move Health of…insurance, for example. This is a great model and a great team.”
Jason Buckley, Partner and Director of Client Experience
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Healthcare planning is not a one-size-fits-all solution and often has many dynamics to consider, and it's something that clients increasingly want guidance on. Wealth advisors who truly want to fully service their clients, and grow, will take advantage of this opportunity to help navigate their clients through the health insurance landscape.
Herbert Kyles, CFP®, VP, Wealth Advisor
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“There's only one major expense we all face to ‘buy our own time’ back & retire before 65: Healthcare.
Move Health solves that puzzle for both the client and the advisor. But they don't stop there; when clients switch to Medicare, it's the same easy process, just with a different plan selection. Thank you, Move Health!”
Your new EDGE, with healthcare in the plan
Offer healthcare planning as a seamless part of your existing financial planning processes.
