Financial Institution's Guide to the Health Savings Account Investment Industry

Are financial institutions missing out on a major growth opportunity? With the health savings account industry set to surpass $44 billion by 2017, there is a unique opportunity for even the smallest banks and credit unions to tailor messaging and product offering to help HSA users a win-win for all those involved. How? Simple. Financial institutions, by helping users invest as opposed to letting funds pass through, can increase assets managed, develop relationships with existing clients, and create new business with users. These users, on the other hand, can better prepare for retirement by taking advantage of the tax-advantaged health savings account gaining interest while preparing for future costs. This infographic introduces financial institutions to the industry at stake, as well as why now is the perfect time to reach out to HSA users.

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E1 Asset Management

E1 Asset Management helps investors preserve capital, build wealth and plan for the financial future that they envision. By working with our clients, E1 Asset Management’s Wall Street-based team of licensed professionals develops individualized strategies tailored to each investor’s present needs and future dreams.

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