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Five Ways the Right HSA Provider Can Drive Success
Overview
Date: Tuesday, April 15, 2025
Time: 2pm ET | 11am PT
Cost: Complimentary
Produced and Sponsored by:
When looking for new revenue streams, or ways to reach new customers and retain existing ones (commercial and retail), offering a Health Savings Account (HSA) can be a crucial piece of your clients’ business strategy. 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.
Who administers or manages your clients’ HSAs is just as important as the HSA’s unique features and benefits. Choosing the right HSA provider ensures that your clients receive the best possible service and support, ultimately enhancing 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 waysthe right HSA provider can helpyour clients enhance employee engagement, optimize healthcare savings, and more!
Speakers:
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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