Contact Us:
(800)350-5647

Shorepoint Insurance Services
1120 Bristol Street
Costa Mesa, CA 92626
View on Google Maps

Office: 714-430-0035
Toll Free: 800-350-5647

CA License: 0K07568 

Shorepoint Insurance is here when you need us most.

MEDICAL ACCOUNTS

Health Savings Accounts (HSA) / Consumer Driven Health Plans (CDHP) are available to you on:

  • Group basis through your employer, or
  • Individual basis

In order to open a Health Savings Account (HSA) the IRS has certain guidelines for HSA eligibility, and an individual cannot contribute to a HSA unless they have a HSA compatible HDHP. It is important to know not all HDHP plans are HSA compatible. Our Account Executives can help you enroll in the appropriate medical plan and ensure it meets the IRS guidelines for an HSA.

Health Savings Accounts are tax-exempt accounts where funds grow to pay for eligible medical expenses. HSAs were created to give more control back to the consumer by having a HDHP, which lowers cost of medical premiums and have the tax benefit of an HSA. Money that you contribute to the HSA is either pre-taxed through payroll deductions, or tax-deductible. The HSA is owned by the individual and any unused money rolls over every year.

For more information on Health Savings Accounts, please contact Shah at ext. 219.

 
 
SHOREPOINT
INSURANCE SERVICES

1120 Bristol Street
Costa Mesa, CA 92626
View Google Maps

CA License: 0K07568

Office: 714-430-0035
Toll Free: 800-350-5647