top of page
The Wiser Advisor Blog
Employee benefits & industry related stories, ideas, and feedback for advisors.
Search


myHSA
Aug 12, 20211 min read
August Advisor Newsletter
We're Pivoting! Now that I have your attention – let me explain. Most who know me understand that I hate the word pivot, as I have always...


myHSA
Jul 15, 20211 min read
July Advisor Newsletter
It's true! With myFlexplan, we now offer employers the plan design option for employees to allocate their funds for the benefit year 30...


myHSA
Jun 18, 20211 min read
June Advisor Newsletter
Benefits of Knowledge Podcast Feature Take a listen as Tim Kane joins Lorne Curry on the "Benefits of Knowledge" podcast. They discuss...


myHSA
May 17, 20212 min read
May Advisor Newsletter
Wellness Programs Just Make Sense Many people in the benefits world slough off wellness programs. Why do wellness plans offered alongside...


myHSA
Apr 20, 20212 min read
April Advisor Newsletter
People Powered Platform I am not a technology expert. As much as I love it, and have actually built a pretty good business doing it, if...


myHSA
Mar 31, 20212 min read
March Advisor Newsletter
Allison's First Blog Post Ever! Over the last year, we have onboarded over 500 new advisors, and I have come to realize that while...


myHSA
Mar 1, 20212 min read
February Advisor Newsletter
Build Better Benefits We came out with a new slogan. I can honestly say the best part of the rebranding process is that we founders did...

myHSA
Jan 29, 20212 min read
January Advisor Newsletter
The myHSA Story...so far People ask us where our name came from. I wish I could tell you it was by design, that it was derived from...

myHSA
Dec 16, 20203 min read
December Advisor Newsletter
This time last year, we were setting goals, reconfiguring our overcrowded office, and wondering what the future holds. Little did we know...

myHSA
Nov 30, 20202 min read
November Advisor Newsletter
Why would an employer offer a WSA? Peering through their financial lens, many accountants (and some advisors) may scoff at the concept of...


myHSA
Nov 2, 20203 min read
October Newsletter
A message from Tim Kane When I was at Mount Royal College in the insurance program, one of the first things I learned was the definition...

myHSA
Oct 7, 20202 min read
September Newsletter - Managing Tough Renewals & Introducing Trupanion
Hey Advisors, I feel for ya. We have been hearing that renewals right now are tough between dental COVID claims, pooling charges, and...

myHSA
Aug 31, 20203 min read
August Newsletter – Staying Virtual
While some of us may have ventured back into the office, most are likely still working remotely – whether it's meeting with clients via...

myHSA
Aug 7, 20202 min read
What's new at myHSA – July Newsletter
When I was an advisor introducing non-insurance products, a question I received from a client was, "Why can't I get this through you?"...
bottom of page