Advisor P&C Services - HTA Insurance Services

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When coverage is outdated or incomplete, the financial plan can be exposed.

House, car and family sits safely under a orange umbrella, symbolizing home protection and security against life uncertainties.

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Identify potential gaps or outdated coverage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.

Schedule a 30-Minute Intro

See Why Clients Trust HTA

      EXCELLENT  
   Based on 1207 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   Billy 
 
 
 
 Trustindex verifies that the original source of the review is Google. I spoke with Cameron Stoudt regarding Medicare Supplement insurance and he was awesome. Explained the plan in a very understandable way. I could not be more pleased with how he handled what I needed. Thank you so much Cameron!!!
  
 
      Posted on Google  
   
   Tom Tansey 
 
 
 
 Trustindex verifies that the original source of the review is Google. An excellent resource for information and guidance on my Medicare options. Cindy Petra was very friendly, very knowledgeable, and very willing to answer all my questions. I came out of our meeting with a better understanding of my Medicare options and a solid game plan for moving forward. I highly recommend HTA Insurance Services!
  
 
      Posted on Google  
   
   Linda DeCoursey 
 
 
 
 Trustindex verifies that the original source of the review is Google. Sharon was extremely helpful! Took care of answering all of my Medicare questions and helped me find the right supplement policy.
  
 
      Posted on Google  
   
   Jackie Filak 
 
 
 
 Trustindex verifies that the original source of the review is Google. Really appreciate the informative and patient help navigating the complex process of signing up for Medicare. Can't imagine going through the process without Erin's help.
  
 
      Posted on Google  
   
   Mark Pendleton 
 
 
 
 Trustindex verifies that the original source of the review is Google. Isaac Gainer is absolutely tops--in every aspect of what he offers and how he offers it. Fully informative, all options covered and double checked for the best deals and best results, quick, efficient, clear explanations. I simply can't say enough good about him and his work. A+. 100%. He couldn't have done better.
  
 
      Posted on Google  
   
   Joe Borgia 
 
 
 
 Trustindex verifies that the original source of the review is Google. As most of us know, Medicare coverage can be so overwhelming. So many plans out there. I worked with Amber, she could not have been more patient and understand. I would highly recommend HTA Insurance
  
 
      Posted on Google  
   
   Jim Vogt 
 
 
 
 Trustindex verifies that the original source of the review is Google. HTA has been wonderful from the start. I got so much out of their informative videos about Medicare and selecting a supplemental insurance policy. They make these available to anyone with no pressure to buy. Customer service has always been professional and pleasant. We worked with Billy Reardon. He was great-knowledgeable, professional, polite, and we reached our goals. We would definitely recommend HTA and Billy Reardon.
  
 
      Posted on Google  
   
   Deborah Crawford 
 
 
 
 Trustindex verifies that the original source of the review is Google. I appreciate that Todd fully explained my current insurance policies and suggested some changes I might consider. He was patient and gave me plenty of time to ask any questions about my auto & home coverage. I understand my choices and current coverage so much better now. Todd & the team have been so helpful to me & I look forward to working with HTA in the future.
Laura S worked with me this year and it was the most positive experience for me. Laura explained everything I asked & eleviated all my stress about it. We found out in a few minutes that I was accepted.  It was really nice. I appreciate all your help.
  
 
      Posted on Google  
   
   Joe Sacchi 
 
 
 
 Trustindex verifies that the original source of the review is Google. HTA’s Erin K was a wealth of knowledge in the areas of Medicare Part A & B enrollment. Walked us through setting up our MediGap plan which included filling out Medicare Supplemental and Rx Plan D applications.   She is a great educator and trusted advisor!  Thanks, Adriana & Joe
  
 
  
  
 
    Verified by Trustindex  Trustindex verified that these reviews were published on HTA Insurance Services's Google Business Profile. Learn more

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