Personal Insurance Check-Up
for Goldman Sachs and Goldman Sachs Ayco clients.
Why High Net Worth Households Choose HTA
- Smart Risk Insight: We uncover gaps and exposures in home, auto, valuables, and umbrella coverage.
- Personalized Report of Findings: Receive a clear, customized summary with recommendations aligned to your goals.
- No Sales Pressure: Our salaried advisors focus on your needs—not commissions.
- Elite Carrier Access: Choose from 20+ top-rated insurers for tailored protection and value.
- Ongoing Support- Enjoy unlimited advisor access and proactive annual review
Please note, we are currently licensed to provide service in Arizona, DC, Delaware, Maryland, New Jersey, New York, Nevada, Pennsylvania, Texas, Virginia and Washington.
We hope to add additional state availability in their near future.
What to Expect
- Upload your current insurance declarations pages (PDF or image—either is fine)
- Our team conducts a confidential review tailored to your lifestyle and assets
- Receive a personalized summary with strategic recommendations to strengthen protection and close gaps
Privacy is Paramount. Your documents are secure and reviewed only by senior HTA advisors with experience handling complex personal risk profiles.