IRA/HSA Solutions - Begin Sales Process—Notification/Education/Awareness

Whether you have direct or indirect interaction with your customers/members, you must be able to respond to their needs. You can begin to do this by gathering the information needed to start the Individual Retirement Account (IRA) or Health Savings Account (HSA) process by helping applicants make the right choices for their situation. As part of this process, it’s essential for you to know the full spectrum of products and services the customer/member has with your organization. At this stage, it’s also important to provide marketing and educational materials about the products and services you have available.

IRA/HSA Management Center

If you’re still documenting your IRAs or HSAs manually—or aren’t completely satisfied with the efficiency and ease of your automated solution—the IRA/HSA Management Center; solution offers a better way. It’s an online tool that helps make documenting easier and less prone to mistakes.

HSA Education Brochures and Paper Documents

Our easy-to-understand brochures help account owners make more informed decisions and help your staff respond to most commonly asked questions about HSAs. Plus, our plain-language paper documents make processing HSAs easier.

IRA Customer/Member Education Brochures

If you think changes to IRAs are difficult for you, imagine how complex they must seem to your IRA owners. And yet, they’re the ones who have to make the decisions about their investments and their financial future. Help them make informed choices with our easy-to-understand educational brochures that explain the latest changes to IRAs.

IRA/HSA Marketing Programs

Our marketing programs help you get the word out and promote the latest changes to traditional and Roth IRAs and the Coverdell Education Savings Account. We also offer marketing materials for HSAs and IRA rollovers. Our programs focus on a specific group of savers and the benefits most relevant to their needs. Programs include brochures, direct-mail postcards, drive-up envelopes, newspaper ads, posters, statement enclosures, teller receipts, tent cards, radio spots, and/or television commercials.

Health Savings Account Answer Book

The Health Savings Account Answer Book is a comprehensive resource that offers quick, accurate answers to almost any question regarding HSAs. Its easy-to-read Q&A format includes examples, forms, tables, and other practical features.

HSA Guide

This user-friendly reference manual helps your staff better understand HSAs. It includes information regarding account establishment and on-going administration, plus sample documents and a listing of IRS sites.