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Consultants

As a benefits consultant, you’re looking for the best options to present to your clients. A HealthSavings HSA is an exceptional product, and it comes with our collection of educational resources and person-to-person customer service. We will consult with you on how to present the HSA alongside the consumer-driven high deductible health plan (HDHP) and help you simplify employee/employer enrollment.
 

Why HealthSavings?

Experience

We serve clients in all 50 states. We were one of the first 15 companies nationally to provide HSAs following the enacted legislation in 2004, and we’re one of the top 15 largest HSA providers nationwide.

The Investor’s HSA

Our average account balance is 5x higher than the industry average. Our clients understand the value of HSAs as part of a comprehensive retirement strategy.

Flexibility

We allow accountholders to invest from their first dollar; they don’t have to reach any minimum thresholds. Choose between mutual funds, a debit card/cash account, or a combination of both.

Transparent Fees

What you see is what you get. We don’t have any hidden costs or investment transaction fees.

Consultation

We’ll assist benefits consultants in determining plan design, communication strategy and optimal enrollment/support.
 

Get Started

Step 1: Get In Touch

Contact a member of our sales team to receive additional information and get started.

Step 2: Register Plan Sponsors

Plan Sponsors complete the Plan Establishment Guide (PEG) and register.

Step 3: Enroll Participants

Plan Sponsors enroll participants.

Step 4: Access Accounts

Plan Sponsors and Participants will be given access to the Plan Sponsor and Participant portals.

Have questions? Contact a member of our sales team.