BMO Bank NA Presents - Health Savings Account Breakfast for Health Insurance Brokers and Providers

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Name: BMO Bank NA Presents - Health Savings Account Breakfast for Health Insurance Brokers and Providers
Date: June 25, 2024
Time: 9:00 AM - 10:00 AM CDT
Event Description:

Join us for an exclusive breakfast session tailored for employee benefits brokers. Discover how BMO's HSA program delivered by Lively can provide your clients with comprehensive financial wellness solutions. This event will offer insight into leveraging our program to enhance your client offerings and provide employees with valuable benefits. 

Key Benefits for Brokers:

  • Bundled Products - In addition to HSAs, Lively offers multiple employee benefit accounts including Flexible Spending Accounts, COBRA, Health Reimbursement Arrangements, Lifestyle Spending Accounts, and Medical Travel Accounts.
  • Point of Contact - Dedicated representatives are available for escalations of inquiries, ensuring seamless communication and resolution for all groups.
  • Special Access: Brokers attending this event will gain special access to offer BMO's Bank at Work program to their clients, providing employees with tailored financial solutions.
  • Support - Employers can take advantage of BMO's Bank at Work team to provide in-person financial wellness seminars. Employers and account holders will have access to dedicated support teams.
  • Education - BMO and Lively are committed to providing employers and their employees with the information they need to embrace a healthy financial future. 

Don't miss out on this opportunity to enhance your client offerings and empower employees with financial wellness solutions. 

Please RSVP by June 21.



BMO Bank
6333 Long Street
Shawnee, Kansas 66216

Date/Time Information:


Tuesday June 25 9-10 AM

Contact Information:
Samantha Gillum
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