Have You ever been concerned about out-of-pocket Medical Bills and HOW You are going to pay them, if the need should arise? Well, I have found a unique strategy that makes that challenge a bit more manageable. It’s called a Health Matching Account.
Yes, an account that You put money aside for Out-Of-Pocket medical expenses, Co-Pays and Deductibles, where they MATCH Your deposits for 35 months with an end resulting pre-determined value.
As a Financial Advisor, I wanted to check this out first-hand before offering it to my clients.
So, 35 months ago, 4-2021, I opened a Health Matching Account. I selected an HMA 2500 pre-determined value and started to automatically deposit $40.00 a month. I could have selected a larger amount, but I thought I would start off with the smallest amount just to see how it worked.
Here I am, 35 months later 3-2024, and I have a balance of $2,500.00! Let’s do the math. I deposited $40.00 a month X 35 months = $1,400.00. The Company automatically added a FREE $1,100.00 MATCH over 3 years, for a Grand Total of $2,500.00. That’s a nice Return on my $1,400.00 wouldn’t You say? 78.57% Return over 3 years. Where can You get that Guaranteed?
As your deposits accumulate, so does your matching Money. Now You can select larger amounts, $5,000.00, $7,500.00, $10,000.00 up to $60,000.00 dollars. For example, the HMA 10000 would require $140.00 a month to set up the automatic account. It’s up to whatever Your budget allows. Includes Dental, Chiropractic Services, Ambulance Services, Opticians, Lasik and Plastic Surgery expenses too! What a deal.
Setting up Savings Accounts for Emergencies is a good idea, call me today. 610.360.4399
We also have a downloadable brochure with more info.
Still unsure if you really need an HMA? Here’s 10 Reasons you will need an HMA.!