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 hsa.administration@umb.com to find out how.

For Your Employees


HSA 101 Brochure (for accountholders)

Compelling reasons on how to benefit from an HSA now and in the future.

Saving and Spending Flyer (for accountholders)

Ways to save in the HSA and options to pay eligible expenses.

Eligible Medical Expenses Flyer

Comprehensive listing of HSA eligible medical expenses.

For You


Employer Brochure

Helps you understand the benefits of a UMB Healthcare Services’ HSA

Implementation Toolkit

Helps you know exactly what to expect and plan for when implementing an HSA

Benefit Communication Toolkits

Helps you launch a new high-deductible plan with HSA during annual enrollment and keep the communication going all year long

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.

Webinar Recording How Benefits Might Change in 2017

Join our team of industry experts for a lively discussion about each candidate’s healthcare platform—where they’re aligned and where they differ—and the potential impact their plans could have on employee benefits and businesses.‡

Take the guesswork out of HSA Administration

The UMB HSA empowers you with robust analytics, reporting tools and the communication support you'd expect from a top 10 HSA custodian