A helpful tip for Indiana Brokers: Looking for additional options for your HSA clients? Consider Financial Center’s HSA accounts for employers and employees.
Financial Center’s HSA:
-Accounts are free to both employers and employees, with payroll direct deposit (no set-up, monthly, or annual fees)
-On-site enrollment support is available, with information provided to employees on the account opening process and how to use the Health Savings Account
-Members enjoy a free debit card (or checks upon request), free online bill payment, and free mobile banking
-Financial Center provides free financial wellness workshops for employees, by request.
Employer Process:
The application process is quick and easy!
1. Initial discovery and introductory meeting
2. Signing custodial agreement with ID policy letter
3. Collection of census data
Employee Process:
A no-hassle process for getting your HSA started.
1. Each employee will receive an auto-enrollment email and link to our simple application process
2. Complete and e-sign the application
3. Financial Center opens the account and each employee receives a welcome letter
Questions? Email Pam Kirk, AgentLink’s Indiana Broker Representative: PKirk@cagentage.com
Or, reach out to Financial Center directly:
Barbara Wood
Business Development Specialist
bwood@fcfcu.com
