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How
your clients can save thousands in taxes and premiums by switching
their health insurance to an HSA plan
And
why this will increase your business and your
income
Get
Your Free Report Now!
Dear
Business Advisor,
The accountants
and advisors that thrive are those that do the best job helping
their clients. When you do their taxes, your clients
probably feel like you did a fine job, and that they got what
they paid for. But when you give them advice that can
save them thousands of dollars every year, advice that no
one else is giving them, they talk about you to their
friends.
Why
your clients will be raving to their friends about you
You
can impress your clients and generate referrals and long-term
loyalty, by showing them how to save thousands on their
taxes and premiums by switching their health insurance
to a Health Savings Account (HSA) plan. Most people
have heard of HSAs, but don't really know much about them.
Their insurance agent can't give tax advice. And since
most accountants don't sell health insurance, their clients
are not being fully informed on how to take advantage of an
HSA.
As a financial
professional, you know that an HSA can lower one's health
insurance premiums, provide tax deductions, and grow into
an additional retirement fund worth hundreds of thousands
of dollars. More specifically, by letting your clients
know about Health Savings Accounts, you'll be able to help
them:
- Lower
their income tax bill by up to $1,700 or more
- Lower
their health insurance premiums by 35% or more
- Deduct
the cost of their aspirin, dental treatments, eye glasses,
alternative therapies, and other health-related items -
without itemizing.
- Establish
an additional retirement account that could add $850,000
or more to their retirement savings
- Pay
for their long-term care insurance, Medicare premiums, and
any medical expenses incurred during retirement with pre-tax
dollars
When your
clients realize how much money they are saving, they'll be
talking about you on the golf course and at the water cooler.
And their friends will be wondering why their accountant didn't
tell them about HSAs. The result: you grow your customer
base and revenue, with no marketing cost to you.
All
About HSAs
This 31-page
report provides everything you need to know to clearly explain
to your clients the benefits of HSAs, and how to establish
one. It is simple and easy to understand, and
can even be printed out and given to your client as a reference
source. In this report, you'll learn:
- How
Health Savings Accounts work
- Why
HSA plans have lower premiums
- How
to get instant quotes on HSA-qualified plans
- How
to choose the right insurance plan
- How
to choose an HSA administrator
- The
hidden tax benefits of an HSA
- How
to use an HSA to pay for eyeglasses, over-the-counter medications,
and other expenses not normally covered by health insurance
- Ways
to use an HSA in retirement
- How
to use an HSA to pay Medicare premiums
- Innovative
strategies to maximize the value of an HSA
- And
more
"But
I'm not an insurance agent
"
The vast
majority of people who pay for their own health insurance
are finding that HSA plans are by far the most economical
way to insure themselves. But many people have an aversion
to even thinking about anything related to taxes, unless they
hear about it from you, their accountant.
Probably
the last thing you want to do is become a health insurance
agent. There are too many companies to keep up with
for you to be able to do a really good job helping your customer,
and it's not what you want to do anyway. What you need
is a source to refer your clients, where they can get honest
advice and information, where they can find the best
value, and where they can sign up quickly and easily.
That's
where we come in. Our company is a provider of individual
and family health insurance plans that are qualified
to work with health savings accounts. We partner with
many CPAs across the country, providing them a resource to
have questions answered and a place where their clients can
receive quotes, information, and advice on the best values
in their area.
If you've
explored our website, you've seen that it is very thorough.
We offer instant quotes and online applications for most of
our plans. For those who would like personal assistance,
we also provide free consultations.
We help
you by helping your clients. There is no one else
that offers the variety of plans, the level of service, and
the expertise in HSA plans that we do.
Get
Your Free Report Now!
The report
is a gift to you. Our expectation is that you will see
more clearly than ever how HSAs can help your clients.
We also anticipate that you will see us as a good source for
your clients. If you would like to discuss how we can
work together, please give us a call.
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