Search News Posts

News filed in:

"Pitching Your HSA Solution"

Advisors Speak Out on Health Savings Account (HSA) Benefits and Choosing the Right HSA Partner

Health savings accounts, or HSAs, are often utilized as spending vehicles to pay for current medical expenses. However, savvy account holders are increasingly taking full… Read More »

Author: James Denison

Two Under-The-Radar Obstacles That Cripple Advisors’ HSA Production

Two Under-The-Radar Obstacles That Cripple Advisors’ Health Savings Account Production   As health savings accounts (HSAs) become a larger part of the retirement planning conversation,… Read More »

Author: Craig Keohan

Finding The Right Clients For Your HSA Product

Finding The Right Clients For Your HSA Product   For financial advisors, HSAs are powerful, yet underrated tools to build value in clients’ eyes and… Read More »

Author: Craig Keohan

Advisors, Want To Improve Client Retention Rates? Consider The HSA

Advisors, Want To Improve Client Retention Rates? Consider The HSA   According to research from PriceMetrix, over 60% of the households who worked with financial… Read More »

Author: Craig Keohan

How Advisors Can Become Total Retirement Experts For Their Clients

How Advisors Can Become Total Retirement Experts For Their Clients   In a recent survey of over 1,000 adults aged 50 or older, 60% of… Read More »

Author: Craig Keohan

4 Points Every Financial Advisor Offering HSAs Should Know

Pat Jarrett, HealthSavings’ Co-founder and Executive Chairman, recently had the pleasure of co-hosting a webinar for financial advisors titled “How to Use Health Savings Accounts… Read More »

Author: James Denison