The Advisor Advantage: Healthcare, Built Into the Financial Plan
For years, healthcare has been the one conversation financial planning left out.
Now it's part of every plan, every review, every client meeting — without adding a second area of expertise to your firm.
500+
advisor firms
6,000+
client engagements
50
states licensed
Markets. Taxes. Income timing.
Most financial plans model all of it.
Healthcare costs rarely get the same treatment — even though they're one of the largest expenses a household will face, before or after 65.
Every plan that skips it leaves a client's central financial decision to chance and leaves you sending them somewhere else to make it. Move Health brings that decision into the plan itself.
Move Health pairs licensed, salaried Health Plan Advisors with the HealthPlanner platform to bring Medicare, ACA, and every other coverage decision into the financial plan.
One Planning Tool for Every Client's Healthcare Decision
● Healthcare planning analysis in seconds — from quick estimate to precision comparison, without leaving your workflow
● Every coverage type — Medicare, ACA, dental, and vision, not just one age band
● Zero cost to your client — a licensed Health Plan Advisor guides every step, at no cost to the household
Healthcare expertise isn't required from you. You don't need to add a second specialty when you can have a team and platform that handles the healthcare work, while you keep the relationship.
The Advantage You Haven’t Had Yet
Before we launch our latest product enhancements this fall, a limited number of firms can get in early:
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Pricing locked firm-wide, for every advisor, guaranteed for 12 months
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First access to our newest suite of tools, ahead of the wider market
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White-glove onboarding from a dedicated team who manage healthcare planning alongside your clients, from initial consultation to enrollment.
This isn't a discount or promotional incentive. It's early access to something we believe changes what "the full financial plan” means.
