Agents, Agencies, and Financial Institutions

Join the HSA Team Players Program!

The HSA Team believes the LOCAL consumer is best served when LOCAL CBC™ Agents (Chartered Benefit Consultants) partner with LOCAL financial institutions through the HSA Team Players - Affiliated Portal Program.

The HSA Team Players Program consists of two principle components:

A local financial institution offering the best HSA account services
A local CBC™ Team Player Agent
(CBC™ is an HSA Agent Expert linked to the US Department of Treasury web site)

Once a local consumer obtains a qualified high deductible health plan along with the HSA Consumer Office from their local CBC™ Team Player Agent, they will be directed to their affiliated local financial institution for a Health Savings Account.

The HSA Team Public Educational Portal and HSA Consumer Office represent the most efficient access to existing and potential HSA consumers while both empowering clients and mitigating risk & liability.

HSA Team Players Information Request Form

HSA Team Players Affiliate Program brings HSA Expert Agents together with Local Financial Institutions throughout the Country to Empower their Local Clients to become Smarter Healthcare Consumers through Heath Savings Accounts, and the HSA Team online ÒConsumer OfficeÓ, all working as a Marketing Team.

If you would like more information on how you can become a HSA Team Player in your community please complete the following form and press the Submit Information Request button at the bottom. A Team Player representative will contact you with more information. Please be assured that your information will be kept strictly confidential in accordance with our privacy policy, and will not be sold for any purpose.

* required

Personal Information

Contact Name:

Address:

City:

State:

Zip Code:

Email:

Phone Number:

Best time to call:

Alternate Phone Number:

Best time to call:

Your Organization

Financial Institution:

Name:

Type:

Bank Credit Union

Agency:

Name:

Type:

GA MGA/FMO

Agent:

Name:

Type:

Independant Agency Affiliation

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HSA TeamExecutive Management Team

Agents, Agencies, and Financial Institutions

Join the HSA Team Players Program!

HSA Team Players Information Request Form

HSA Team
Executive Management Team