My HSA Planner
The benefits of an HSA vary based on the unique lifestyle and financial goals, which makes it difficult and time-consuming to explain the benefits of an HSA in a way that resonates. That’s why we’re introducing My HSA Planner, a tool to help your clients and employees sign up for and use an account with ease.
This easy-to-use HSA decision tool helps both HSA and non-HSA employees learn:
- The benefits of a health savings account
- How much they should contribute yearly to optimize HSA benefits
- Potential savings over time
My HSA Planner gives employees personalized recommendations based on their unique lifestyle and savings goals, meaning you can spend less time on individual conversations and more time holistically supporting your clients and employees. Encourage employees to take the quiz and see how they can benefit from an HSA.
