Success Story: Helping Meg, a Realtor, Maximize Her Family’s Health Benefits
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Issue Clients Were Facing
Meg, a dedicated realtor, was looking for a way to enhance her family’s health benefit coverage. Her husband had a group benefits plan through his employer, but it didn’t cover everything they needed. Meg had the option to join the OREA plan, but she wanted to explore other, more flexible options that might better suit her situation.
How the Project Came Together
During our conversation, I discovered that Meg operated under a Personal Real Estate Corporation (PREC). This opened the door to more strategic benefit solutions that could be customized to her unique business structure and family needs.
How I Helped Her
I introduced Meg to MyHSA, a flexible health spending account that could be set up through her PREC. This solution allowed her to top up her family’s coverage by reimbursing health expenses not covered by her husband’s group plan. I guided her through the setup process, ensuring it was simple and tailored to her needs.
The Outcome
Meg now has a MyHSA plan that complements her husband’s group benefits, giving her family more complete and personalized coverage. She shared that the platform is easy to use and that reimbursements are processed quickly—making it a smooth and stress-free experience.
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