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Health Savings Accounts (HSAs)

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Sophisticated sales support
J.P. Morgan maintains a dedicated Broker Service Team that supports all aspects of the sales process for you.

  • We’ll work with you as an educational resource, supplying detailed information about HSAs and timely updates regarding any pending changes in HSA regulations.
  • We’ll assist you with proposals to clients, providing detailed cost estimates and all the relevant statistical data you will need to make a convincing case.
  • Once your clients are up and running, you can rely on J.P. Morgan’s HSA expertise to ensure the ongoing success of your programs.

Strong name recognition
The J.P. Morgan name is universally known and trusted in the world of financial services today, so you’ll have the power of a major international brand behind you in your sales efforts. What’s more, HSAs are sold to employees under the Chase brand, the retail counterpart of J.P. Morgan, which also has a strong reputation for professionalism and financial stability among consumers. At both the business and consumer levels, working with names like J.P. Morgan and Chase will give people the comfort level they need to entrust their health savings to us.

Simpler renewals
An HSA program from J.P. Morgan can be paired with High Deductible Health Plans from any insurance company. Your clients won’t have to switch HSA administrators just because they switch health plans. That makes it easier for you to provide new, more cost-effective solutions whenever the situation warrants.

Opportunities for recognition
When you recommend J.P. Morgan to your clients, you deserve our special thanks. We are now in the process of evaluating ways to acknowledge your continued trust in our products and services. If you would like more details as they become available, click here.

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