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Advisor Education
Research

Here's How You Can Close a Sale With an EAP

Advisors often ask me how to close their sale with a client. I always recall the last deal I closed as a benefits consultant, before focusing on myHSA. It was a large not-for-profit group, and a...

Steve McEwan
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Advisor Education
Research

The 4 Best Social Media Platforms for Advisors

Let’s get straight to the point: the ever-changing world of social media can be intimidating. From hashtag trends to slang, one day you're "on fleek" and the next day you're out. You wonder: am I...

myHSA
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Advisor Education
Research

95% of People Believe Anything With a Percentage in It

I just finished reading some statistics on benefits and to be honest I'm having a hard time with them. Personally, I think this industry is missing information regarding HSAs, Wellness/ Lifestyle...

Tim Kane
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Advisor Education
Research

Summarized Need-To-Know About Digital Customer Experience

A summary of myHSA's webinar on myASO — a plan that lets employers customize benefits, add pooled amounts, and set caps down to sub-category level.

myHSA
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Advisor Education
Research

Insurance vs. ASO Plans: The Middle Market Sweet Spot

For groups that are too small for a traditional ASO plan but want more customization than a standard HSA, myASO offers a middle-market sweet spot worth knowing about.

Steve McEwan
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Advisor Education
Research

How to Navigate the G19 Runway

A story from Tim Kane's past life as a P&C broker about fee disclosure and why transparency is the most important thing any benefits advisor can offer their clients.

Tim Kane
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Advisor Education
Research

Here's What Happened When We Launched a Blog

When we decided to start a tech company, we often found ourselves discussing the possibility of receiving funding for growth. The road to building a tech company has had its highs and lows. We often...

Steve McEwan
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Advisor Education
Research

When Life Hands You Lemons

Life is a funny thing, healthcare and proper employee benefit plans are something nobody thinks about benefits until they need them. Just when you think your family is doing okay, your world gets...

Tim Kane
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Advisor Education
Research

I Am Big on LinkedIn

You find out how big the world can be when you start reaching the power of social media to your fullest. If you ask different people which social media platform is their favorite, you will get a...

Tim Kane
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Advisor Education
Research

2018 Budget Insights - myHSA

myHSA is an administrator of self-insured benefit programs for Canadian employers. We operate as a PHSP (Private Health Services Plan) and not a Health and Welfare trust, so it is unclear at this...

myHSA
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Advisor Education
Research

How to sell HSAs

A practical breakdown of how to position HSAs, WSAs, and Flex products for different client types — from solo small businesses to larger multi-employee groups.

Steve McEwan
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Advisor Education
Research

4 Reasons Traditional Benefits Are Still Necessary

We often speak to advisors who are hesitant about the fact that we are an HSA company that is so open to traditional benefits. Most of them aren't used to hearing this from other HSA providers in the...

Steve McEwan
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