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Stop HSA Headaches: Helping Clients Choose the Right Provider
Overview
Date: Tuesday, April 15, 2025
Time: 2pm ET | 11am PT
Cost: Complimentary
Produced and Sponsored by:
For benefits advisors and consults, developing new revenue streams and retaining clients and customers is crucial and requires picking the right partner to help. This is why using Health Savings Accounts (HSAs) is an important feature in building out benefits plans that satisfy current clients and can attract new ones. HSAs, and their corresponding High Deductible Health Plans (HDHPs), are fast becoming the most popular way U.S. workers and employers alike can save on health insurance costs while simultaneously improving employees’ financial health.
That’s why picking the right partner is essential.
By choosing the right HSA provider, benefits consultants and advisors ensure that their clients receive the best possible service and support, which enhances their financial wellness and satisfaction. But not all HSA providers are the same.
Join us to understand the critical role the right HSA provider plays in driving success for your clients. In this webcast, you’ll also:
● Learn about the essential functions and responsibilities of an HSA provider, and how they can support your clients' financial wellness.
● Recognize crucial factors that may make some HSA providers a better fit for your clients than others.
● Explore practical ways the right HSA provider can help your clients enhance employee engagement, optimize healthcare savings, and more!
Speaker:
Matt joined UMB in 2024 as a vice president of business development in the northeast for UMB's Healthcare Services Division. Prior to joining UMB, Matt was the co-founder of Access Point HSA which is an independent consulting firm that assists financial service and employee benefit firms maximize the growing opportunity available through Health Savings Accounts (HSAs). Access Point accomplishes this by offering customized information on the HSA provider marketplace through its subscription-free online database - "HSA VISTA", by educating and training through its comprehensive, DALBAR-approved, Certified Health Savings Adviser Designation Program (CHSA), as well as providing customized materials and support to financial firms.
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