EPISODE · Jul 17, 2024 · 23 MIN
Educating Financial Advisors on Healthcare Planning
from The Out and About Podcast · host Out and About Communications
Cole Craven is the co-founder of Move Health Partners, based in Evansville, Indiana. Initially an advertising major with dreams of working at a big ad firm in a major city, his career path took an unexpected turn when a close friend introduced him to the health insurance industry. Starting at a large agency, Cole played a key role in scaling the team from 80 to nearly 400 members before his successful exit last summer. Now with Move Health Partners, he is dedicated to demystifying health insurance and Medicare, making them simple and easy to understand for both advisors and clients.Featured Resources Cole Craven on LinkedIn Cole Craven on Twitter Move Health Partners on LinkedIn Move Health Partners on Facebook Movehealthpartners.comEnjoyed this? You’ll also love: Tips for Effective Branding and Website Strategies for Financial Services SalesForce for Financial Services: Getting More Out Of Your Investment with Spencer Lowe of SOLVD.cloud Supporting Financial Professionals and Their Aging ClientsTune in now as we chat with Cole about how he helps advisors and their clients unlock their next moves in life, the resources he provides to advisors when their clients need healthcare planning, and the power of human interaction and why it’s still preferred over AI for these important decisions.
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Educating Financial Advisors on Healthcare Planning
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