Education — Solution Center Articles

Education is Your Most Underrated Marketing Tool

Even for savvy savers, financial products such as IRAs, retirement plans, and HSAs, can be confusing. Add in new legislation and changing regulations, it’s not always clear which path fits a client’s long-term goals. Ultimately, what do your clients want? Clarity. Simplicity. Guidance.

That’s where smart consumer education steps in.

Solution CenterAscensusDecember 4, 2025IRA, Business Insights, Education, HSA

Consumer Education Tools You Need to Succeed

Quality consumer education is one of the most effective marketing tools that you can deploy as part of a successful business strategy.

Don’t Let Prior-Year Tax Reporting Duties Overwhelm You

The 2022 tax season is over for most of us, but your work for this tax year may not be done. Inevitably, a client will walk into your branch carrying her 2022 Form 5498, IRA Contribution Information, to point out an error. So, what do you do?

The Key to Unlocking a Successful HSA Program

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.

HSA, Solution CenterAscensusSeptember 1, 2022Business Insights, HSA, Education

Help Your Clients Unlock the Powerful Savings Potential of Their HSAs

Health savings accounts (HSAs) pack a powerful punch when it comes to saving money for current and future healthcare costs—and they’re a great way to boost overall retirement savings. You may have noticed more clients interested in opening new accounts.

HSAAscensusAugust 4, 2022Business Insights, HSA, Education

Take the Stress Out of Prior-Year Tax Reporting

Although the 2021 tax season is behind us, your work for this tax year may not be done. Inevitably, you will end up with an IRA client walking into your branch carrying his 2021 Form 5498, IRA Contribution Information, to point out an error. So, what do you do?

HSA, Employer Plan, ESA, IRA, Solution CenterAscensusJuly 7, 2022Business Insights, IRA, IRS, HSA, Coverdell ESA, Education

In Person, Virtual, or Online: Training That Fits Your Schedule and Your Needs

We recently surveyed our clients to find out what types of training events they would prefer in 2022: 56 percent of respondents reported that they want on-site or in-person training while 43 percent prefer virtual or online training. Whether you prefer learning in person, virtually or online, we’ve got options for you.

HSA, IRA, Employer Plan, ESA, Solution CenterAscensusJune 2, 2022Business Insights, IRA, HSA, Coverdell ESA, Education

In Person or Virtual, Premier Education Opportunities Offer Same Valuable Content

As a financial professional, it can be challenging to keep up with all the new regulations and rule changes that affect retirement, health, and education savings plans. That’s why each fall Ascensus sponsors annual training events that provide valuable, comprehensive education and updates.

HSA, IRA, Employer Plan, ESAAscensusSeptember 2, 2021Business Insights, IRA, HSA, Coverdell ESA, Education

Stay Connected and In Compliance with “e” Offerings

In today’s world, almost everything has to be offered digitally or available in an “e” format. Your IRA, retirement plan, ESA, and HSA business is no exception. Fortunately, Ascensus offers several “e” products and training solutions to help you stay connected and in compliance.