Resources for Advisors
- Advisor Guidebook: How to Sell Your HealthSavings HSA Offering
- Important HSA Forms for Advisors
- Understanding the Total Cost of an HSA
- ‘What Do Advisors Think About HSAs?’ Survey Results
- HealthSavings vs. the HSA Industry
- How Advisors Can Become Total Retirement Experts For Their Clients
Resources to Share with Plan Clients
- “Why HealthSavings?” Flyer
- 8 Ways Plan Sponsors Can Boost The Success Of Their HSA Offerings
- FAQs for Plan Clients
- Open Enrollment Resources
Demo of Plan Client Online Portal
Resources for Account Holders
- Investing In A Healthy Future Brochure
- HSA Overview Flyer
- FAQs: How To Use Your HSA
- Educational HSA Videos
- HSA Eligibility Quiz
Demo of Account Holder Online Portal
