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7/17/2023

7 options for accessing additional capital and funding for your business

https://www.ubt.com/learning-center/blogs/7-options-accessing-additional-capital-and-funding-your-business

Securing funds can make or break your business, but we break down several options you have.

Business
Running a Business
Small Business
Small Business Loan
SBA Loans

10/8/2019

Investment HSA

https://www.ubt.com/business/employee-benefits/omnify-health-benefits/health-savings-accounts/investment-hsa

Opening an Investment HSA gives you access to reputable mutual fund families selected by UBT experts. Once you reach the $500 minimum investment threshold you h

Personal
HSA
Omnify

5/5/2020

Managed Account Solutions

https://www.ubt.com/managed-account-solutions

Personal

9/24/2019

Flexible Spending Accounts (FSA)

https://www.ubt.com/business/employee-benefits/omnify-health-benefits/flexible-spending-accounts-fsa

Flexible Spending Accounts are great for uncovered medical expenses.

Personal
FSA
Health Benefits
Omnify

10/29/2024

Fund transfers made easy through UBTgo

https://www.ubt.com/learning-center/guides/fund-transfers-made-easy-through-ubtgo

Check out this guide for how to set up one-time or recurring transfers in UBTgo

Personal
Managing Your Money
UBTgo

1/26/2024

Deb Catherall, CRPS™

https://www.ubt.com/about/directory/deb-catherall-crpstm

Experienced financial services pro who uses diverse RPS expertise to deliver top-notch service, ongoing education, and personalized guidance to plan sponsors. Loves all things kids and community, serves on the board of directors of Nebraska Dream Factory.