CPA Affiliate Program

Help Your Clients Take Advantage of
Health Savings Accounts

Your clients depend on you to help them minimize their taxes and to make smart financial decisions.  Don't let them find out about HSAs from someone else.

Your Clients Depend on You for Tax-Saving Solutions

One of the reasons most of your clients don't yet have an HSA is because they are confused.  Their insurance agent can't clearly explain the tax benefits, their tax advisor can't sell them health insurance, and their investment advisor doesn't want to bother because there's no money in it for them.  Help them find and set up an HSA plan, and you'll be providing them a valuable service.

Once they have established their Health Savings Account, each year they can make a tax-deductible investment of up to $5,650 into their HSA.  The money can then be used tax-free to pay virtually any medical expenses, or left to grow tax-deferred for use in later years.  Immediate tax savings may exceed $1,800 per year, and long-term growth of the account can amount to hundreds of thousands of dollars.

The Financial Advisor Affiliate Program

HSA for America offers individual and family health insurance plans that are qualified to work with Health Savings Accounts.  These plans are all individually underwritten, so applicants must be in good health to qualify.  We also have numerous banks and administrators that applicants can choose from to establish their HSA.

Our Financial Advisor Partnership Program (FAAP) is designed for CPAs, accountants, and other financial advisors who consult with individuals and small business owners.  Those who are accepted are provided a customized link to HSA for America's website which you can use to guide your customers to health insurance solutions that can save them time and money.

As an active participant you also qualify to be listed on our financial advisor resource page, including a description of your practice and a link to your site.  HSAforAmerica.com is the number one most-visited site for people interested in the money–saving opportunities of an HSA, and receives thousands of hits every day, so the exposure could be quite valuable for your business.

And finally, you have the opportunity to bring in hundreds of dollars in passive income every week, simply by letting people know about HSA for America, and the benefits of an HSA.  FAAP participants earn $75 every time someone who comes in from one of their links applies for coverage.

HSA for America is the nation’s leading independent advisor for individuals considering an HSA-qualified health insurance.  We represent dozens of companies and offer hundreds of plans all across the naton.  Our advisors are all highly trained, professional licensed agents.  They are also friendly, helpful, and genuinely concerned with helping their clients find the best deal possible.  You can feel confident that your referrals will be well taken care of.

How It Works

All referrals go to a customized landing page so that we know who is referring them.  A referral fee is paid if that person applies for coverage, now or at any time in the future.  This could bring in a couple hundred dollars a month with just 3 referrals a month.  Just 10 referrals per week could bring in an additional $3000 per month for something you’ve probably already been doing for free.

There are two ways we can sete this up.  Your first option is to put a link on your website to provide your visitors an instant quote on HSA-qualified health insurance coverage.  Our instant quote system will provide numerous plan and deductible options on HSA-qualified health insurance plans.  Here is a sample page that you could use as-is or modified, on your own website.

Your other option is to offer a co-branded copy of our special report, The Complete Consumer's Guide to HSAs.  This is a 31-page report in pdf format, which can be instantly downloaded.

Not only will you be providing a great service to your customers, but HSA for America will compensate you through a referral fee of $75 ($25 above our normal affiliate referral fee) every time a successful sale occurs as a direct result of your web link. Once they are in our system, there is no time limit on when they must buy. The money can be paid directly to you, your firm, or the charity of your choice. (We are not legally allowed to rebate the referral fee to the customer purchasing the policy).

Apply Today

The Financial Advisor Partnership Program is only open to advisors or firms who offer financial consulting or advice to individuals and/or small businesses. While we do not expect you to be experts on HSAs (that’s us!), we do expect you to have at least a basic understanding of how they work and the financial benefits of HSAs. If some of it is still a little foggy, you’ll find everything clearly explained in our HSA Info section through the link at the top of the page.

Applications are normally reviewed within two days. This program will enable you to:

  1. Have a certified web link to the HSA for America website
  2. Make your own website a better resource for your customers
  3. Make your own services more complete by providing access to the nation’s top HSA health insurance experts
  4. Help your customers by guiding them to the solutions that can help them
  5. Get on-time compensation for the sales your website refers to HSA for America

Free Listing on Our Financial Advisor Page

Joining the HSA for America CPA Affiliate Program is a simple way to provide your customers with some very valuable information that may save them thousands of dollars, while also generating additional income.  If you have any questions or concerns, please don’t hesitate to email us at FAAP@HSAforAmerica.com or call and ask for Wiley Long.

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