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The HSA Toolkit Enables Insurance Agents to Effectively Sell and Install HSAs

Scott M. Stevens, RHU

Author of –
“The HSA Tool Kit”

Scott M. Stevens, RHU is an employee benefits specialist located in Omaha, NE Stevens specializes in alternate funding arrangements including partial self funding and consumer driven health plans (e.g. HSA, HRA, FSA), and has helped thousands of employer groups transition to such plans over a 20+ year career in healthcare financing and insurance. His career has included stints as Vice President of Sales/Marketing for a national insurance company; co-founder and Vice President of a regional Third Party Administrator, and presently, an employee benefits broker/consultant managing a customer base which generates nearly $7 million in annual premium.

Among his major career accomplishments was leading an initiative which resulted in the introduction of one of the nation’s first integrated Medical Savings Account (MSA)/High Deductible Plan programs in 1996. During his career, Stevens has published articles addressing healthcare financing issues, and has become a recognized national speaker. He served on Washington, D.C. based task forces including the HIAA Technical Advisory Group on Medical Savings Accounts and the Health Savings Account Task Force. He is a regular speaker at the Consumer Driven Healthcare Conference and Symposium held twice each year at various locations around the country. He has also developed a turn key program for effective Health Savings Account/High Deductible Plan implementation called The HSA Tool Kit, which he markets to carriers, administrators, and brokers/agents nationwide.

Mr. Stevens received his Bachelor of Science degree from the State University of New York at Oswego in 1987, majoring in Marketing and Economics, and has completed significant course work towards a Masters in Business Administration from North Central College in Naperville, Illinois. At present, he is pursuing the Registered Employee Benefit Consultant (REBC) designation, and holds the Registered Health Underwriter (RHU) designation. He is a licensed agent for Life, Annuities, Sickness, and Accident insurance in the states of Nebraska, Missouri, Iowa, and Kansas. Recently, he received the National Association of Health Underwriters’ certification in Consumer Directed Healthcare (CDH). In addition, he is a member of the National Association of Health Underwriters, Nebraska Association of Health Underwriters, Omaha Association of Health Underwriters, Junior Achievement, Omaha Morning Rotary, and the St. Stephen The Martyr Stewardship and Development Committee.

The following articles were written by the author of The HSA Toolkit, Scott M. Stevens, RHU.
PDF Article

The New Role of the Health Insurance Professional in the CDH Era


PDF Article

Common Sense Consumerism - The Cure for What Ails Our Healthcare System

PDF Article

MSAs - Big Benefits for Small Business

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