Marketing & Sales Toolkit/Resources
Check out these helpful marketing and sales materials for you and for your clients. Anyone can access the brochures and flyers. UMB business partners can get the communication and implementation toolkits—and other business-building tools—for free through the business partner portal today to find out how.
For Your Clients
Helps you understand the benefits of a UMB Healthcare Services’ HSA
Compelling reasons on how to benefit from an HSA now and in the future.
Ways to save in the HSA and options to pay eligible expenses.
Comprehensive listing of HSA eligible medical expenses.
Help clients launch a new high-deductible plan with HSA during annual enrollment and keep the communication going all year long
Help clients know exactly what to expect and plan for when implementing an HSA
For You
Locate your nearest UMB Healthcare Services sales rep
Find out how partnering with UMB can make you look great to your clients
Three ways to earn rewards for health savings account sales
Introducing UMB HSA Saver
UMB HSA Saver is a unique investment platform designed with ease in mind. Account holders can easily research, buy and sell funds with a couple clicks.
HSA FAQ Resource
Find answers to your most common HSA questions in our comprehensive HSA FAQs section.