Do you have an emergency fund to cover any unexpected expenses? If starting or adding to one is on your list of New Year's resolutions, we compiled tips on how to get started. ▶️ Build an emergency fund: https://bit.ly/3Bv6Fy5 ◀️
Lively, Inc.
Financial Services
San Francisco, California 11,450 followers
The Modern Health Savings Account
About us
Lively is the health and lifestyle benefits platform that works the first time, every time. Our solutions are designed to take the guesswork out of managing benefits and drive efficiency for you and your teams. Our innovative platform is grounded by your everyday needs and circumstances. By combining robust features with unparalleled service, we make maximizing your benefits as simple as it should be. Lively currently offers HSA, FSA, HRA, COBRA, Direct Bill, Commuter, Lifestyle Spending Accounts, and Medical Travel Accounts. Go to www.livelyme.com to learn more
- Website
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https://www.livelyme.com
External link for Lively, Inc.
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- San Francisco, California
- Type
- Privately Held
- Founded
- 2016
- Specialties
- Health Savings Account, HSA, High Deductible Health Plans, Health Insurance, HSA Software, Debit Cards, LSA, MTA, Commuter, Cobra, FSA, and Benefits
Products
Lively
Financial Wellness Software
Lively automates the manual and tedious tasks of all aspects of an employer’s HSA administration. Get up and running in under 5 minutes.
Locations
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Primary
950 Mason St. #1355
San Francisco, California 94108, US
Employees at Lively, Inc.
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Mark Selcow
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Jeff McCort
Team Builder, positive and innovative partner. All for adoption, ask me kid stories, we will talk for hours.
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Laura Weiss
Regional Sales Director | Advancing Financial Wellness Through Customized Benefits Solutions | HSA, FSA, HRA, LSA, and Commuter Benefits Specialist
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Charles (Chad) Benoit
National Broker Strategy Director @ Lively, Inc. | Driving Broker Channel Growth | Ex-Gusto
Updates
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Did you sign up for a new HSA or want a refresher on HSA best practices? Financial health and wellness top of mind as we approach the New Year, so we compiled healthy HSA tips to keep your health, and savings, robust in the year ahead. ▶️ Read more: https://bit.ly/3ZlcZjl ◀️
Healthy Habits for Your Health Savings Account | Lively
livelyme.com
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We’re proud that Lively has been named a top HSA provider for 2024 by G2, recognized for our exceptional customer support and streamlined platform. We're grateful to be a trusted partner for health and lifestyle benefits. ▶️ Read more reviews: https://bit.ly/41yBwEq ◀️
User Reviews | Lively
livelyme.com
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Did you know that Health Savings Accounts can be part of a longterm, wealth-building strategy? When financial institutions partner with the right HSA provider they can offer their clients a powerful financial wellness solution. ▶️ Learn more: https://bit.ly/3CUJHAJ ◀️
How Health Savings Accounts Build Wealth Now and in Retirement | Lively
livelyme.com
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The IRS recently updated their guidelines reproductive and preventative care that is covered by insurance and tax advantaged accounts like HSAs, FSAs, and HRAs. Understanding these guidelines can enable benefits teams to craft comprehensive benefits packages for all employees. ▶️ Read more: https://bit.ly/3ORCRPe ◀️
Updated IRS Guidelines for Preventative and Reproductive Care | Lively
livelyme.com
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Are you thinking about what financial goals you'd like to set for the New Year? To help you get started we compiled a list of popular financial goals to choose from and easy tips to make them specific, realistic, and desirable. ▶️ Set your goals now: https://bit.ly/3TF3XMW ◀️
How to Set Your Annual Financial Goals | Lively
livelyme.com
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Are you a financial or investment advisor? If you're looking for strategies to help your clients save on taxes and plan for the future, don't overlook HSAs. We discuss how they can be a powerful component of a wealth building strategy. ▶️ Learn more: https://bit.ly/3VgV24f ◀️
What Financial and Investment Advisors Need to Know About HSAs | Lively
livelyme.com
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Did you recently transfer your company's HSA provider or are thinking about switching providers? We offer insight into the bulk transfer process and key questions to ask to ensure a provider is equipped for a modern, hassle-free transfer. ▶️ Read more: https://bit.ly/4iibN9l ◀️
Questions to ask when transferring HSA providers | Lively
livelyme.com
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As the end of the year approaches, now is a great time to start thinking about how to maximize your tax-advantaged accounts like HSAs and 401(k)s so can benefits from tax savings and set aside money for the future. Here's how. ▶️ Read more: https://bit.ly/3ZdA2N8 ◀️
How to Maximize Your Tax Deferred and Tax Exempt Accounts | Lively
livelyme.com
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Looking for healthy deals all year long? A Health Savings Account (HSA) is a great way to save on everyday, health-related expenses, as well as build a safety net for the future and your HSA funds, and savings, never expire. ▶️ Learn more: https://bit.ly/2sGhlG5 ◀️
Best Individual & Family HSA Account | Lively
livelyme.com