The Key to Unlocking a Successful HSA Program
If you’re interested in adding or expanding your existing health savings account (HSA) program, then Fall is a perfect time to bring in new HSA clients. Open enrollment begins soon, so why not remind your business clients that you administer HSAs? It may be the motivation that they need to start offering HSAs to their employees.
The HSA market has been steadily growing each year. These tax-advantaged accounts are a popular choice for both individuals and employers who are looking for ways to deal with increasing health care costs, both now and during retirement. If you haven’t experienced growth in your HSA program, maybe it’s time to reinvent how your financial organization markets your HSAs.
Education is the key to marketing your HSAs. Your clients likely do not understand all the benefits that come with opening an HSA or the rules involved, so they could have many questions for you. Do you feel confident enough in knowing HSA rules and regulations to answer the flurry of questions that arise during open enrollment? If not, don’t worry, we’ve got you covered.
Refresh Your HSA Knowledge
At Ascensus, we monitor all proposed HSA guidance, along with market trends, so that we can provide you with relevant, up-to-date industry information. You may decide to take an HSA basics course to refresh your memory, or it might be time to take on more challenging material in an advanced HSA course. Either way, we can meet you where you are at.
Ascensus offers HSA educational products that fit your schedule and your needs. We offer in-person and online learning opportunities, as well as internal training curriculum that are designed for you to teach your own staff. Many of our courses qualify for continuing education credits for professional designations and certifications. We can also provide consumer education for your clients, such as online and print products, which can be customized to your brand. All of our HSA products have been updated for 2023 COLAs.
Learn more about our HSA education and training opportunities here.
Check Out Our Fall HSA Webinars
Fall is a great time to take in one of our popular HSA courses.
HSAs: Top 10 Wrap-Up (2022 Edition) is a client favorite offered online November 3 where our ERISA experts outline the top 10 HSA topics we get questions about on our 800 Consulting lines.
HSAs – Advanced, a webinar offered September 13, can take your HSA knowledge to the next level. The course also offers 1.5 CE Credits.
HSA University is a five-week online course that starts September 29 with an accredited Certified Health Savings Professional (CHSP) Designation.
HSAs and Medicare, offered November 15, is a webinar where attendees learn how enrolling in Medicare will affect their HSAs.
To peruse all of our course offerings, visit the Academy catalog.
