Beach Ball in Pool

WEBINAR

Brought to you by myHSA

Pooled Party 

Customizable Pooled Insurance! 

September 28 | 11 AM MT | 1 PM ET

Welcome, Advisors!

We are excited to roll out Customizable Pooled Insurance to our community of advisors!

 

We will take you through the quoting, implementation, and onboarding of new policies and demonstrate the Plan Administrator and Employee experience.

MEET THE HOST

Steve McEwan, COO myHSA

As the Chief Operating Officer at myHSA, and with 13 years' experience in the financial services industry – Steve McEwan's experience spans benefits consulting, accounting, and leading expertise in the InsurTech space.

 

Along with co-founding myHSA in 2013, Steve is a Certified Employee Benefit Specialist – maintaining Fellowship status from the International Society of Employee Benefits since 2016.

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“We’ve always said we are firm believers in insurance -  where it makes sense. Pairing pooled products with an HSA only makes sense, and now our advisors can do that in myHSA” 

 

Dip your toe in the pool

Registration is open

September 28

Thanks for signing up – keep an eye on your email closer to the date for

webinar access

11 am MT | 1 pm ET

Join us for our latest webinar as we roll out our customizable pooled insurance. Learn more about,

    – Yearly NEM versus Overall Max notification

    – Advisor & Plan Administrator access sneak peak 

     – Full billing capabilities

LIVE IN

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