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Health Savings Accounts (HSAs)

HSA Opportunities for Brokers

As medical costs continue to increase, your clients will rely on you to help them create healthcare plans that are sensible, affordable, and above all, sustainable over the long term. By combining a High Deductible Health Plan along with an HSA program, you can give your clients an important new tool to control these costs. Just as important, you'll be teaming with one of the most trusted names in the world of financial services - and one of the largest providers of Health Savings Accounts in the U.S. today.

Here are just some of the benefits offered to you and your clients by J.P. Morgan:

  • A trusted bank partner with extensive HSA experience.
  • The ability to offer your clients a high deductible health plan from any carrier and avoid employee disruption when switching plans.
  • A dedicated Broker Service Unit team available Monday-Friday, 8 a.m. to 8 p.m. ET, at 877-481-2110.
  • Access to educational support for you, your clients and their employees.
  • A simple fee structure for clients with no setup or online trading fees.
  • Program setup in just 5-10 business days after we receive the Client Setup Package and Broker Addendum.
  • Online tools for your clients to fund and securely manage their accounts.
To start working with J.P. Morgan, download a registration form to get started. Once received, we'll e-mail you a welcome kit giving you access to the full suite of Broker, Employer and employee materials.

Already registered? Don't Forget Your Broker ID! Make sure to include a completed Broker Addendum with all Client Setup Packages to ensure clients and accounts are linked to your Broker ID.

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  • Sophisticated sales support
  • Strong name recognition
  • Simpler renewals
  • Opportunities for recognition
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