Research
Thinking About Removing Dental from an HSA? Read This First
Before removing dental from an HSA due to the CDCP, advisors need to understand how CRA's reporting rules apply and what it means for your clients' eligibility.
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Advisor Education
Health Spending Account
Newsletters
Advisor Education
News
August 2025 myHSA Advisor Newsletter
The myHSA origin story podcast is live, myHSA Academy is coming soon, and here are the articles to read before renewal season kicks off.
Newsletters
News
July 2025 myHSA Advisor Newsletter
Switching plans mid-year, managing seasonal employee plans, and getting ready for group benefits renewals — your July advisor resource roundup.
Newsletters
News
June 2025 Advisor Newsletter
Wealthsimple's gender affirmation plan with myHSA, a breakdown of pay-as-you-go vs prefund options, and a first look at the upcoming myHSA Academy.
Advisor Education
Research
Meeting Ozempic Demands: Positioning HSAs as a Weight Loss Add-On
Weight loss drug claims surged 90% in 2024 — here's how advisors can position HSAs as a flexible solution for employers responding to employee demand for Ozempic coverage.
Newsletters
News
December 2024 Advisor Newsletter
Steve McEwan's 2025 predictions for the benefits industry, the new myFlexplan employee allocation experience, and year-end support resources for advisors.
Advisor Education
Research
2025 Predictions
Each year, I try to predict what will be relevant in the benefits industry. This year, however, I struggled to come up with anything that felt directly tied to the industry itself. But then I thought...
Advisor Education
myFlexplan
Research
Strategies for Introducing Spending Accounts to New Clients During Renewals
Renewal season isn’t just about maintaining the status quo—it’s an opportunity to introduce new solutions that elevate your clients’ benefits packages. Health and Wellness Spending Accounts (HSAs and...
Newsletters
News
November 2024 Advisor Newsletter
myHSA gathered harsh reviews to redesign the myFlexplan allocation experience, plus the launch of the updated Wellness Spending Account eligible items list.
Advisor Education
Research
5 Trends in Employee Wellness Programs
Employee wellness programs are changing fast, and as we head toward 2025, it’s clear that businesses are looking for new ways to support their teams. For insurance advisors, keeping up with these...
Newsletters
News
October 2024 Advisor Newsletter
Five key questions insurance advisors should ask during renewal discussions, using myFlexplan for mental health benefits, and how HSAs complement traditional plans.
Advisor Education
Research
5 Key Questions Insurance Advisors Should Ask
Renewal discussions can be a bit overwhelming, but they’re also a prime opportunity for insurance advisors to connect with their clients. These conversations go beyond premiums and plan details, it’s...
Newsletters
News
September 2024 Advisor Newsletter
As insurance renewal conversations approach, many small business owners are looking for ways to manage rising healthcare costs while still providing their employees with valuable benefits. One...
