Thursday Nov 08, 2018
From HSA to MSA: Facts for a Smooth Switch ǀ ASG099
Help your clients make the move from HSA to MSA! Learn the rules surrounding Medical Savings Accounts, the differences from a Health Savings Account, and how to get started selling MSA! Read the text version
Mentioned in this Episode:
A tax-free account for Medicare that very few people use
HealthCare.gov: Health Savings Account (HAS)
Health Savings Accounts and Consumer-Directed Health Plans Grow as Valuable Financial Planning Tools
How to Pitch Medicare Medical Savings Accounts (MSAs) ǀ ASG098
IRS Publication 969 (2017), Health Savings Accounts and Other Tax-Favored Health Plans
Ritter’s Sales Team
Selling Medical Savings Accounts with Lasso Healthcare MSA
Related:
5 Must-Haves for Every Agent This AEP
5 Tips to Sell Insurance Over the Phone
What an FMO Can Do For Your Business
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