At a Glance
- Students have up to 90 days to complete course
- Counts toward HSA Expert Certificate
- Flexible, self-paced online format
- Mobile-friendly
- Technical support available by phone or email
What You’ll Learn
- Gain a detailed understanding of what HSAs are and the qualification criteria
- Add up the financial benefits HSAs offer, including triple tax benefits
- Identify HSAs' role in retirement planning
- Map out strategies to help account holders maximize the value they derive from their accounts
- Explore the operational side, including best practices and enrollment strategies
- Know when to hit the "pause" button: Learn why delaying Medicare enrollment may make sense for some HSA participants
- Understand bankruptcy's impact on HSAs
- Find out what happens to an account in the event of divorce or death
- Be ready for tax season: Learn how to properly report HSA contributions and distributions
- Learn how to manage the interplay of qualified high-deductible health plans (HDHPs) and HSAs
Who Should Take This Course
- Agents and brokers
- Banking staff
- Financial advisors
- Financial planners
- Health insurance provider staff
- Human resources professionals
- Sales professionals
For even greater ROI, contact our experts at TrainingSolutions@ahip.org or call the Support Team at 866.234.6909. We can create a custom blend of courses, test prep classes, and group sessions that make the most sense for you and your budget.
