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April Advisor Newsletter

People Powered Platform

I am not a technology expert. As much as I love it, and have actually built a pretty good business doing it, if you ask many who know me I am one of the last people that would become friends with a computer. Many who ask how I got into the technology business it was not due to a want or a need to become more customer agnostic, it was to become more customer centric.

Upcoming Webinar: Current Solutions, Upcoming Projects & Advisor Feedback Session

Join our own Steve McEwan as we discuss our solutions, upcoming projects and get feedback from Advisor's on items like quoting pooled products, Marketplace, ASID disability products, mental health platforms, group RRSP's and more. This will be an interactive discussion rather than traditional webinar!

Tuesday, May 4 | 11am MT | 1pm ET

May the fourth be with you

Have you used our Support Chat? We have real live humans (!!!) answering your questions 24/7

"Live support is probably the best experience I've ever had compared with the other live support from other companies/industries. I really feel that I am chatting with a live person, very helpful and patient. Thanks. Keep up the good work. Kudos!!!"

- Maria, Insurance and Wealth Advisor

Thinking outside the benefits box:

Does your client have unique needs and would like some more versatility? myASO can be used to add custom non-taxable or taxable accounts to an HSA or flexible spending account. Recently, we have seen myASO plans implemented to top up mental health services with an additional allowance. Last year, we saw it used for a Home Office Equipment allowance.

Advisor FAQ What kind of plan combinations can I have for my client? Answer: 1. HSA 2. WSA 3. HSA + WSA 4. myFlexplan (employee allocates between the HSA & WSA) 5. myASO: everything above and more! Can I create different classes in a plan design? Answer: Yes! By the way, we use the terms "plans" and "classes" interchangeably, so when you want to add another class to the company, you will just move to the Plans page and click "Add Plan."

I have a suggestion or review I want to leave for the myHSA team - where can I do that? Answer: We love feedback! Please click here to visit our testimonials page to let us know what you think, any suggestions, how we are doing or just general feedback!

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