Personal Insurance Services
Helping Advisors bring holistic support to their clients
Your clients trust you to protect their wealth—but gaps in home, auto, and liability coverage can put everything they’ve built at risk.
HTA gives advisors a trusted resource for personal insurance guidance, helping clients review coverage with clarity and confidence.
Why It Matters
Personal insurance may not be the center of a financial plan, but it plays an important role in its protection.
A thoughtful review can help clients answer questions like:
- Is my home properly insured?
- Do my auto limits still make sense?
- Should I have an umbrella policy?
- Am I paying for coverage that no longer fits?
- Have my policies kept up with my assets and lifestyle?
When coverage is outdated or incomplete, the financial plan can be exposed.
How We Support Clients
- Educational Webinar available On-Demand.
- Comprehensive review of current insurance coverage
- Identify potential gaps or outdated coverage
- Explain options in clear, simple terms
- Compare coverage through trusted insurance carriers when appropriate
- Helps clients feel confident that their personal insurance is protecting what matters most
Why Advisors Trust HTA
- A trusted resource for insurance questions outside your core focus
- Education-first, client-centered approach
- Salaried advisors aligned with your clients’ best interests—not commissions
- Access to multiple leading carriers
- Ongoing support as clients’ needs change
A Simple Resource for You and Your Clients
You don’t need to become the insurance expert. You just need a trusted partner who can help when the conversation comes up.
Start with a 30-minute introductory meeting to learn how HTA can support your practice, provide straightforward personal insurance guidance for your clients, and identify the best way to introduce our services.