- 15,319
While I don't see a huge need for this, if a client has the desire to purchase a plan to supplement his/her HSA, please help me find a GOOD plan.
Any ideas?
Any ideas?
Follow along with the video below to see how to install our site as a web app on your home screen.
Note: This feature may not be available in some browsers.
While I don't see a huge need for this, if a client has the desire to purchase a plan to supplement his/her HSA, please help me find a GOOD plan.
Any ideas?
Bob, does the product (Benefit Wise) have to be sold in conjunction with a World policy?
I am in the process of moving my World appointment (taking forever) to Rick at Diversified. I believe they offer the NAIM private label plans. I believe you pointed me to Diversified when I posted of looking for a new World FMO.
Loyal American has a GAP plan that is pretty good too. Check out Pinnacle.