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The Wiser Advisor Blog
Employee benefits & industry related stories, ideas, and feedback for advisors.
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October 2025 Advisor Newsletter
In this issue of our myHSA advisor newsletter: Meet the Advisor Support team.
Hailey Dirk
Oct 72 min read


September 2025 Advisor Newsletter
In this issue of our myHSA advisor newsletter: Are your clients’ employees eligible for the CDCP? Â
Hailey Dirk
Sep 222 min read


August 2025 myHSA Advisor Newsletter
In this Issue of Our myHSA Advisor Newsletter: How myHSA started, myHSA Academy, and our latest articles.
Hailey Dirk
Aug 121 min read


July 2025 myHSA Advisor Newsletter
What are you doing now to prep for the end-of-year rush?
It’s the perfect time to review your clients’ utilization and start brainstorming ways to engage employees for the rest of the year.
Hailey Dirk
Jul 152 min read


June 2025 Advisor Newsletter
Read about our Wealthsimple case study, our funding options, and the upcoming myHSA Academy.
Hailey Dirk
Jun 112 min read


December 2024 Advisor Newsletter
2025 Predictions Each year, I try to predict what will be relevant in the benefits industry. This year, however, I struggled to come up...
myHSA
Dec 19, 20242 min read


November 2024 Advisor Newsletter
myHSA Harsh Reviews We love feedback! When we get feedback it means we can do our best to make things better, which is exactly what we...
myHSA
Nov 19, 20243 min read


October 2024 Advisor Newsletter
5 Key Questions Insurance Advisors Should Ask During Renewal Discussions Renewal discussions can be a bit overwhelming, but they’re also...
myHSA
Oct 17, 20243 min read


September 2024 Advisor Newsletter
As insurance renewal conversations approach, many small business owners are looking for ways to manage rising healthcare costs while...
myHSA
Sep 23, 20243 min read


August 2024 Advisor Newsletter
How to Educate Small Business Clients About the Value of Health and Wellness Spending Accounts Health and wellness spending accounts...
myHSA
Aug 20, 20244 min read


July 2024 Advisor Newsletter
The Case for Health Spending Accounts: A Valuable Option for Your Small Business Clients As an insurance advisor working with small...
myHSA
Jul 18, 20243 min read


June 2024 Advisor Newsletter
Health Spending Accounts (HSAs) offer a straightforward and flexible way to manage healthcare expenses, providing an ideal solution for...
myHSA
Jun 19, 20243 min read


May 2024 Advisor Newsletter
Crafting Your Unique Corner in the Market A recent post by Dave Patriarche got me contemplating the significance of finding a niche...
myHSA
May 22, 20243 min read


April 2024 Advisor Newsletter
April is for Advisors! In this month's edition, we're shining a spotlight on the most sought-after features and the latest additions to...
myHSA
Apr 18, 20243 min read


March 2024 Advisor Newsletter
Can you buy critical illness insurance after you’ve been diagnosed with an illness? Can you buy home insurance after a house fire? Can...
myHSA
Mar 15, 20242 min read


February 2024 Advisor Newsletter
One could argue that February is the month of love, but with myFlexplan, you can help employees feel the love all year long. Giving them...
myHSA
Feb 14, 20243 min read


January 2024 Advisor Newsletter
We get questions all the time regarding the rules of Health Spending Accounts, from companies with one shareholder-employee, around T4...
myHSA
Jan 18, 20242 min read


December Advisor Newsletter
10 years of myHSA I find myself contemplating the type of individuals who would establish a business centered around Health Spending...
myHSA
Dec 19, 20232 min read


November Advisor Newsletter
Sage Advice We have been quiet about this, but now we are ready to stand on the rooftops and tell everyone - we upgraded our chat...
myHSA
Nov 22, 20233 min read


October Advisor Newsletter
Every year, the Sanofi/Benefits Canada survey sparks excitement in the benefits industry, a feeling that I vividly recall from my early...
myHSA
Oct 18, 20233 min read
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