We know that the benefits of an HSA vary based on unique lifestyle and financial goals of individuals. This makes it difficult and time consuming for you to explain the benefits of an HSA in a way that resonates to help your clients and their employees use or sign up for an account.
That’s why Lifetime Benefit Solutions is introducing My HSA Planner.
My HSA Planner is an easy-to-use decision tool that helps participants learn:
- the benefits of a health savings account
- how much they should contribute each year to optimize the benefit; and
- their potential savings over time.
My HSA Planner gives employees personalized recommendations based on their unique lifestyle and savings goals. This easy-to-use HSA decision tool can be used by both HSA and non-HSA employees.
There is no action required for your HSA clients. HSA members will see the My HSA Planner section included on their Lifetime Benefit Solutions portal page.
Watch the My HSA Planner Demo video below. And for more information see the Broker and Employer areas of the Lifetime Benefit Solutions site and the My HSA Planner tools below.
Watch The My HSA Planner Video
* Lifetime Benefit Solutions is an independent company offering administrative services to Univera Healthcare groups and members.
