Ep 86: Simplifying Health Insurance for Your Practice and Clients

Episode 86: Simplifying Health Insurance for Your Practice and Clients

Guest: Christine Simone

Overview
Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, CPA with Dominion Enterprise Services, where we help financial advisors navigate income tax planning and compliance.

Today’s guest is Christine Simone, previous founder & CEO at Caribou, now leading Partnerships and Product at Move Health. Christine has been recognized on Forbes 30 Under 30 in Healthcare and WealthManagement.com’s Top 10 to Watch in 2024, underscoring her leadership in merging financial advice with healthcare expertise.

Key Takeaways:
✅ Health Planning Is Often Missing – Financial plans frequently overlook health insurance and healthcare costs, leaving clients exposed. Including this element provides a more comprehensive and confident financial picture.

✅ Start with Your Own Plan – Advisors should experience and understand their own health insurance setup before guiding clients. It builds credibility and real-world insight.

✅ You Don’t Need to Be the Expert – Advisors can partner with health planning professionals instead of becoming insurance experts themselves. Identifying opportunities and referring to trusted partners is the key.

✅ Deepen Relationships Through Holistic Advice – Integrating healthcare into financial discussions builds trust, differentiates your services, and strengthens long-term client relationships.

✅ Use the Right Timing and Tools – Aligning health planning with key client touchpoints like open enrollment and leveraging checklists, workflows, and portals streamlines the process for both clients and advisors.

Connect with Christine Simone
🔗 LinkedIn
🌐 Move Health

Connect with Catherine Tindall
🔗 LinkedIn
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📧 Email: admin@dominiones.com
🌐 Dominion Enterprise Services

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