- 7,790
Excellent post, Bob.
Understanding HSAs
- Thread starter Vision
- Start date
- 7,790
MHart, that's a great website. However, the section that is "View HSA Presentation" must have been produced in China because some of the glaring grammatical errors. The main website is terrific.
- Thread starter
- #13
Vision
Expert
How does everyone choose a bank to recommend to clients?
I'm under the impression I can recommend a bank, they can use their own bank, or the insurer can do it for them for a small fee.
I'm under the impression I can recommend a bank, they can use their own bank, or the insurer can do it for them for a small fee.
- 3,863
It depends on your target market if you are selling on the Internet you are swimming upstream with H S A ' S since these clients have no clue are generally not as affluent (i.e. can not add to the "savings account" concept) and the customer is very transitional.
I will tell you everyone over 50/55 gets the 3 minute H S A speech / option although most do not buy it when it is all said and done.
Good luck selling the H S A concept to a 30 year old with 3 sniffly kids with no co pays and no RX until the deductible is met.
It just depends on your market. There is a place for H S A 's I am of the opinion the Internet is not that place (in large quantity anyhow).
I will tell you everyone over 50/55 gets the 3 minute H S A speech / option although most do not buy it when it is all said and done.
Good luck selling the H S A concept to a 30 year old with 3 sniffly kids with no co pays and no RX until the deductible is met.
It just depends on your market. There is a place for H S A 's I am of the opinion the Internet is not that place (in large quantity anyhow).
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