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The Wiser Advisor Blog
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myHSA
Dec 19, 20242 min read
December 2024 Advisor Newsletter
2025 Predictions Each year, I try to predict what will be relevant in the benefits industry. This year, however, I struggled to come up...


myHSA
Nov 19, 20243 min read
November 2024 Advisor Newsletter
myHSA Harsh Reviews We love feedback! When we get feedback it means we can do our best to make things better, which is exactly what we...


myHSA
Oct 17, 20243 min read
October 2024 Advisor Newsletter
5 Key Questions Insurance Advisors Should Ask During Renewal Discussions Renewal discussions can be a bit overwhelming, but they’re also...


myHSA
Sep 23, 20243 min read
September 2024 Advisor Newsletter
As insurance renewal conversations approach, many small business owners are looking for ways to manage rising healthcare costs while...


myHSA
Aug 20, 20244 min read
August 2024 Advisor Newsletter
How to Educate Small Business Clients About the Value of Health and Wellness Spending Accounts Health and wellness spending accounts...


myHSA
Jul 18, 20243 min read
July 2024 Advisor Newsletter
The Case for Health Spending Accounts: A Valuable Option for Your Small Business Clients As an insurance advisor working with small...


myHSA
Jun 19, 20243 min read
June 2024 Advisor Newsletter
Health Spending Accounts (HSAs) offer a straightforward and flexible way to manage healthcare expenses, providing an ideal solution for...


myHSA
May 22, 20243 min read
May 2024 Advisor Newsletter
Crafting Your Unique Corner in the Market A recent post by Dave Patriarche got me contemplating the significance of finding a niche...


myHSA
Apr 18, 20243 min read
April 2024 Advisor Newsletter
April is for Advisors! In this month's edition, we're shining a spotlight on the most sought-after features and the latest additions to...


myHSA
Mar 15, 20242 min read
March 2024 Advisor Newsletter
Can you buy critical illness insurance after you’ve been diagnosed with an illness? Can you buy home insurance after a house fire? Can...


myHSA
Feb 14, 20243 min read
February 2024 Advisor Newsletter
One could argue that February is the month of love, but with myFlexplan, you can help employees feel the love all year long. Giving them...


myHSA
Jan 18, 20242 min read
January 2024 Advisor Newsletter
We get questions all the time regarding the rules of Health Spending Accounts, from companies with one shareholder-employee, around T4...


myHSA
Dec 19, 20232 min read
December Advisor Newsletter
10 years of myHSA I find myself contemplating the type of individuals who would establish a business centered around Health Spending...


myHSA
Nov 22, 20233 min read
November Advisor Newsletter
Sage Advice We have been quiet about this, but now we are ready to stand on the rooftops and tell everyone - we upgraded our chat...


myHSA
Oct 18, 20233 min read
October Advisor Newsletter
Every year, the Sanofi/Benefits Canada survey sparks excitement in the benefits industry, a feeling that I vividly recall from my early...


myHSA
Sep 18, 20232 min read
September Advisor Newsletter
Balancing Automation in Business Operations As an entrepreneur, I occasionally like to take a detour from discussing the benefits of our...


myHSA
Aug 16, 20232 min read
August Advisor Newsletter
Get ready for renewals with a refresh on all of our best content HSAs for Sole Employees METC vs HSA Shareholders and the Element of...


myHSA
Jul 18, 20232 min read
July Advisor Newsletter
We have a secret... We have a plan option that many advisors haven't even heard about and if they have, chances are they're not aware of...


myHSA
Jun 15, 20232 min read
June Advisor Newsletter
We recently conducted a third-party survey with some of our advisors where we asked what they liked and disliked about myHSA. Many...


myHSA
May 17, 20232 min read
May Advisor Newsletter
Human Centered Customer Service myHSA is known for having unparalleled (client’s words, not ours) customer service. The foundation of...
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