Karli Dunkelberger

About the Author

Karli Dunkelberger

Karli Dunkelberger is national vice president of regional sales for OptumHealth Financial Services and a frequent speaker at conferences for benefits and financial advisors. She’s been helping brokers and employers educate employees about tax-advantaged health accounts and other benefits for more than 20 years. She can be reached by email at karli.dunkelberger@optumhealthfinancial.com or by calling (949) 702-3412.

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  Show your tax savvy

  By Karli Dunkelberger  |  April 3, 2011

  How brokers and advisors can help navigate tax rules for HSAs and FSAs

• HSA engagement a year-round commitment

  By Karli Dunkelberger  |  April 1, 2011

  With last year’s open enrollment season fading into memory, it would seem like a good time to move on to other business. But that would be a mistake. The reality is that your clients need you more than ever — particularly if they introduced a high-deductible health plan with health...

• HSA engagement is a year-round commitment

  By Karli Dunkelberger  |  March 10, 2011

  If you have clients who have recently adopted high-deductible health plans with health savings accounts, now is not the time to relax.