Financial wellness remains both a hot topic of interest and enthusiasm—how, if at all, does HSA education fit in?
Oddly, despite the passion many advisors have for financial wellness as a focus, it turned out to be one of what the 600+ advisor respondents to the 2023 Summit Insider classified as one of the most-overhyped topics. That apparent inconsistency is explainable by the vagueness/breadth of services and support that can be found (or not) under that heading.
Regardless, there’s little question that the concept and presumed impact of financial wellness can be profound.
At the same time, and despite the integration of physical (and mental) health and financial wealth, advisors have long eschewed a specific health care focus as part of these programs. So, as part of this year’s Summit Insider, we asked:
| Do you incorporate HSA education into your “financial wellness” education curriculum? | ||
|---|---|---|
| Yes | 240 | 42% |
| No | 211 | 37% |
| Only if I consulted on the HSA solution. | 118 | 21% |
Check out the rest of the 2023 NAPA Summit Insider at https://bit.ly/23Summitinsider1
