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Case Studies

A Better Way to Start (and Scale) Benefits Conversations With myHSA

If HSAs tend to come up late in your conversations or are only seen as a “nice-to-have” add-on, Austin Dixon’s approach is a clear example of how advisors can design sustainable benefit strategies.

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Wealthsimple’s Flexible Gender Affirmation Benefit with myHSA

myHSA partnered with Wealthsimple through a myASO plan to design and deliver a custom, private, and flexible Gender Affirmation benefit tailored to their employee needs.

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How Benefits Advisor Howard Cheung Keeps Clients for Life with myHSA

myHSA partnered with Benefits Advisor Howard Cheung of Immix Group to transform renewal conversations and build lifelong client relationships through spending account solutions.

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