It’s a win-win-win.
Bronze and Catastrophic plans plans are now HSA eligible, and your existing HDHP clients** may qualify for an HSA as well. Help them open an HSA, and you’ll earn a referral reward* with every qualified account. It’s that simple.
Find
Identify new or current clients with an HDHP, Bronze or Catastrophic plan.
Refer
Give clients your referral link — or use it as you help them — to open their HSA.
Earn
Earn a $25 reward for every referred client who opens and funds their HSA.*
Help clients save. Get rewarded.
As an insurance and benefits expert, your clients rely on you to navigate healthcare marketplaces and other health care options. Now, your recommendations will go the extra mile. The more you refer, the more money goes directly into your pocket.
Don’t just enroll your clients. Empower their future.
An HSA is a tax-advantaged*** account designed to pay for healthcare expenses now and save for the future. It’s a perfect complement to any HDHP, Bronze or Catastrophic plan and empowers accountholders to take control of their health. Learn more.
HSA contributions reduce your clients’ taxable income.
Your clients’ HSA funds never expire — they’re theirs for life.
An HSA can be used to pay for hundreds of IRS-qualified expenses.
Why partner with HSA Bank?
✔ Get rewarded. HSA Bank gives you a $25 reward for every opened and funded account from your referrals.*
✔ Streamlined enrollment. Our easy program set up means your clients can start saving right away.
✔ More than HSAs. Clients don’t just get an HSA but tools, resources and support as they focus on their health and wealth.
✔ Build confidence. HSA Bank is one of the largest and longest-tenured HSA providers in the United States with more than 3 million members nationwide and more than $17 billion in assets under management.
✔ Dedicated broker support. Our team is committed to helping you serve your clients and grow your business.
Questions? Our broker support team is here to help — reach out anytime at Brokers@hsabank.com.
*Terms apply. Referral compensation is earned for every new Health Savings Account that’s successfully opened by the client and funded within 90 days of opening with a minimum balance of $25.
**If the employer offers an HSA program with HSA Bank, individuals should enroll in their HSA through their employer and not the Broker Referral Program.
***HSA contributions and earnings aren’t subject to federal taxes and aren’t subject to state taxes in most states. Contact a tax professional for information about your state.
