347 N. Pottstown Pike, Suite 200 | Exton, PA 19341

Advisor Training

HTA would like to be your preferred choice for sales and product education 

 Please email us if you would like to be notified with the dates, times and login instructions.

Here is a sample listing of some of our webinar or seminar topics:

  • Keeping Medicare Sales Simple
  • Medicare Basics- 3 CE Credits
  • Presenting Medicare and Supplements to Clients – Step by Step
  • Presenting Medicare Part D Prescription Drug plans to Clients – Step by Step
  • Medicare Enrollment- Scenarios of when to enroll and not to enroll in Medicare and common mistakes
  • LTC Planning Strategies – It’s no longer “one size fits all”
  • Presenting LTC Planning to Clients – Step by Step

Thomas L., JD CLU

“Your LTC Sales Training session was outstanding!  Absolutely the best I’ve seen and heard over the nearly twenty years I’ve focused on long term care.    Your graphic material was concise, clear, and current.  Your delivery was easy to listen to, succinct, and authoritative.  What was particularly unique was your ability to elucidate the graphic information with your comments, not just read them.  You’re a great teacher, and you helped me get back to the compelling simplicity of our message . . . you’re either insured or on your own . . . so let’s look at the options that may work for you.”

David C., Agent

“I thought the Medicare Basics CE Class was a great class. Your subject knowledge and years of experience were evident. You inspired me to consider a new market opportunity. Thank you and congratulations on a very efficient and effective class”

David G., Personal Financial Representative

“WOW – how naïve I really am when it comes to Medicare and all of the options and rules – now I am truly glad that I met you and see the true value of our partnership.”