Typical Situation: Our client has health insurance with a high deductible health insurance plans to reduce costs.
When you hear a business owner say:
· “The cost of health insurance is affecting my bottom line.”
· “we have implemented or are thinking about implementing a High Deductible plan to reduce costs.”
Health Savings Accounts (HSA) offers employer groups and consumers two Health Savings Products – one being a no fee HSA and HSA with mutual fund investment options.
How they Work They start with a conversation and an email template that is sent prior to or after the conversation. The objective is to review the two products and account opening options the employer can select from (online, paper, URL Links for portals etc.)Once onboard they can provide education, webinars and onsite where applicable.
Matching Ideas With Resources:
When you hear a business owner say:
· “The cost of health insurance is affecting my bottom line.”
· “we have implemented or are thinking about implementing a High Deductible plan to reduce costs.”
Health Savings Accounts (HSA) offers employer groups and consumers two Health Savings Products – one being a no fee HSA and HSA with mutual fund investment options.
How they Work They start with a conversation and an email template that is sent prior to or after the conversation. The objective is to review the two products and account opening options the employer can select from (online, paper, URL Links for portals etc.)Once onboard they can provide education, webinars and onsite where applicable.
Matching Ideas With Resources:
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