Introduction to Health Savings Accounts

COURSE DESCRIPTION

There are $ 75 billion+ in Health Savings Account (HSA) assets today, providing over $20 billion in direct tax savings to individuals. Despite their growing popularity, many people still don’t understand how HSAs work and are missing an opportunity to save money and become stronger healthcare consumers. This course provides an overview of how HSAs work, who qualifies for them, the benefits for employers and individuals, compliance rules, and how to confidently talk about them as a solution for your clients. Completing this course will grow your knowledge in nearly all aspects of HSAs and make you a trusted source of HSA information for your clients and peers.

Objectives

• Describe how a Health Savings Account (HSA) works
• List qualification rules for HSA participants
• List benefits for employees participating in HSAs
• Recognize benefits for employers who offer HSAs
• Communicate compliance requirements for employers offering HSAs

Audience

Agents, Brokers, Benefits Plan Administrators

Completion Rules

You must complete all lessons, pass all quizzes and the final exam.

CE Credit

This course is approved in the following states for 1 hour of CE credit.
CA, CO, IL, MI, MO, PA, TX, WA
Upon completion of the course, you will receive a confirmation within 3 business days that CE credit has been reported to the State under the license number provided.