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HSA Resources for Agents

HSAeducator.com Lead Generation Program

If you are an agent looking for qualified customers, we can connect you with leads submitted directly through HSAeducator.com. If you’d like more information about this program, click the tacky “Looking for Qualified Leads?” button on the right and we’d be happy to get you started.

FAQs

HSAeducator.com Consumer HSA FAQ
A guide to rules about HSA usage for consumers
HSAeducator.com Employer HSA FAQ
A guide to HSA rules and regulations for employers

Documents

Eligible Expenses PDF
A list of common eligible and ineligible HSA expenses

Introduction to HSAs for Employees
A two page flyer that introduces the basics of an HSA to individuals
HSA Video Learning Center
Our collection of online HSA education videos for employees.

Calculators

Consumer HSA Savings Calculator
A simple calculator to help consumers determine their approximate savings with an HSA

Services

The HSA ToolkitThe HSA Toolkit is a host of tools used to promote, sell, and implement Health Savings Accounts (HSAs) along with qualified high deductible plans. These time tested tools have been successfully used to help thousands of employer groups make the transition to “account based health plans” over the last two decades. We hope you decide to add this incredible marketing and communications system to your marketing plan, and realize the significant increase in sales that our other clients have discovered.

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