Marketing & Sales Toolkit/Resources
Check out these helpful marketing and sales materials. Anyone can access the brochures and flyers. UMB customers can get the communication and implementation toolkits—and other business-building tools—by calling 855.664.4160 or email email@example.com to find out how.
For Your Employees
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.
UMB HSA Saver simplifies investing by pairing the knowledge and experience of UMB Investment Management with an intuitive design to create a powerful yet easy investment tool.
Using time-tested mutual fund selection methodologies, UMB has hand-picked quality funds for your personal UMB HSA Saver® portfolio.
Helps you understand the benefits of a UMB Healthcare Services’ HSA
Helps you know exactly what to expect and plan for when implementing an HSA
Helps you launch a new high-deductible plan with HSA during annual enrollment and keep the communication going all year long
You’ll hear from HSA experts who will cover key topics that your clients and other HSA account holders probably don’t understand and discuss several lesser-known strategies to help them take their HSA game to the next level.‡