Health Savings Accounts (HSAs) have become one of the most valuable tools available to help individuals save for healthcare expenses while enjoying significant tax advantages. With more than $75 billion in HSA assets nationwide, these accounts continue to grow in popularity, yet many consumers and benefits professionals still lack a full understanding of how they work and who can benefit from them.
This course, offered through Unadio, provides a comprehensive overview of HSAs, including eligibility requirements, contribution rules, tax advantages, qualified expenses, compliance considerations, and the benefits HSAs offer to both employers and individuals. Participants will also learn how to confidently discuss HSAs with clients and position them as part of an effective benefits strategy.
Upon completion of this course, you will have a stronger understanding of HSA fundamentals and be better equipped to serve as a trusted resource for clients, colleagues, and employers seeking guidance on healthcare savings and consumer-driven benefits.
Continuing Education Credit
This course has been approved for 1 hour of Continuing Education (CE) credit in the following states:
Texas, Pennsylvania, Illinois, Ohio, Oklahoma, Florida, Tennessee, Georgia, and California
After successfully completing the course, CE credit will be reported to the appropriate state licensing department within three business days using the license number provided during registration.
Course Access
Participants have 180 days from the date of enrollment to complete the course.
Need Help Accessing Your Course?
For step-by-step instructions on registering for and accessing your Unadio CE course through Ameriflex, please visit our Help Center article:
Accessing Your Ameriflex CE Course
The guide walks you through the enrollment and course access process so you can get started quickly and easily.