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Health Care Dollars & Sense - tips for brokers and benefit consultants from OptumHealth Financial Services OptumHealth Financial Services

Volume 1 | Issue 3 | July 2010 | Share this newsletter »

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Contact Us

OptumHealth Financial Services
12501 Whitewater Dr.
Minnetonka, MN 55343
(866) 427-6804
engage@optumhealth.com
OptumHealthFinancial.com

Ask the Experts

Question: I’m 57 and my spouse just turned 55. I have family coverage with an HSA. Can I make a catch up contribution for my spouse into my HSA?

Read the Answer

Read more questions and answers.

Submit your questions!

In the News

Karli Dunkelberger, vice preseident, regional sales writes in Advisor Today how financial advisors can expand their practices by partnering with consultants and brokers in group health benefits. Full article [pdf].

Karli Dunkelberger, vice preseident, regional sales, was quoted in a COBRA article in Employee Benefit News. Full article.

See the latest news from OptumHealth Financial Services.

Events Calendar

OptumHealth Financial Services will attend these events, and more, in July. If you are attending any of these events, please stop by and visit us. See our upcoming calendar of events.

Aug 26, 2010 North Coast California Association of Health Underwriters Educational Symposium, Burbank, CA

in this issue:

Broker Spotlight: One Firm's Seven Keys to Success
For 2011, HSA-Eligible Plan Definitions "Hold Steady"
A Short Guide to Health Accounts and Health Reform

Broker Spotlight: One Firm's Seven Keys to Success

Bob Marino photo

It’s not your father’s (or your mother’s) insurance business any longer.

To offer the best value to employers today, brokerage and consulting firms are expanding their traditional role of providing health insurance choices into creating programs that promote wellness, healthier lifestyles and more employee involvement in health care cost/care decisions.

Robert A. (“Bob”) Marino, CLU, a partner and practice leader at Ovation Benefits Group of Farmington, Conn., is doing just that.

Passionate about his work and innovative in his approach, Marino shared seven keys that have helped Ovation Benefits Group grow by combining consumer-directed health care plans with incentive-based wellness programs to make employees healthier and lower employers’ costs.

Full article »

For 2011, HSA-Eligible Plan Definitions "Hold Steady"

The limits on health savings account (HSA)-eligible health care plans will be the same in 2011 as they have been in 2010. These limits were recently announced by the IRS.

Full article »

A Short Guide to Health Accounts and Health Reform

You may be fielding questions from clients about how the Patient Protection and Affordable Care Act and the Health Care and Education Reconciliation Act, signed by President Obama in March, will affect their benefit plans this year and beyond.

Following is a summary of the laws’ impacts on account-based benefit plans. If you have other questions, please call or email your OptumHealth Financial Services representative, or contact us.

Full article »

OptumHealth Financial Services applies the best thinking in financial services to the finance of health care. Working with employers, health plans, financial institutions and government agencies, we create solutions that make health care simpler, more affordable and more accessible.

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12501 Whitewater Dr., Minnetonka, MN 55343 | (866) 427-6804 | engage@optumhealth.com | OptumHealthFinancial.com

© 2010 OptumHealth Financial Services, Inc. All rights reserved.
The information and comments expressed herein reflect the personal views of the individuals quoted, each in their individual capacities, and may not necessarily represent the views of OptumHealth Financial Services. Health Savings Accounts (HSAs) are individual accounts offered by OptumHealth BankSM, Member FDIC, and are subject to eligibility and restrictions. This communication is not intended as legal or tax advice. Please contact a competent legal or tax professional for personal advice on eligibility, tax treatment, and restrictions. Federal and state laws and regulations are subject to change.