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When coverage is outdated or incomplete, the financial plan can be exposed.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- Identify potential gaps or outdated coverage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.
Testimonials
- P&C – Personal
- News/Events
- Medicare – Individuals
- Medicare – Employers
- Medicare – Advisors & Brokers
He was thorough, willing to explain all the details and compare prices.
In order to make good decisions and easily understand the details, Todd printed out both plans and we discussed all the items on both plans.
We will revisit everything later when the next Home Owner bill comes.
Even though I opted to continue my coverages with the original company, Todd offered to continue to review the details of all policies in the near future.
I thank Todd for his thorough reviews, his expertise and courtesy as we worked to make all my coverages the appropriate choices for my needs.
I had the pleasure of working with Todd Gottshall, my insurance agent and now my friend. I must say, he exceeded all my expectations. From the moment I reached out with my inquiries to the finalization of my policy, Todd displayed unparalleled professionalism and expertise. He took the time to understand my needs, patiently answered all my questions, and provided me with a comprehensive insurance package tailored perfectly to my requirements. Todd’s attention to detail and commitment to exceptional service truly set him apart from others. I highly recommend him to anyone in search of top-notch insurance guidance and support. Thank you, Todd, for your outstanding assistance!
Anthony D.
I have been working with Russ L on Home and Auto Insurance and I can’t say enough about how helpful he has been. He helped me move both my home and auto to a new carrier and I could not be happier with Russ and all the help he was! I would definitely recommend HTA for all your insurance needs!!! Awesome people.
Tom J.
Excellent personalized service! Russ called me back right away, able to resolve my property insurance inquiry within hours. Made the process very smooth. Happy to be doing business with HTA for our property insurance , highly recommended!
Jen M
We have had the wonderful opportunity to become customers of HTA recently when our previous insurance agents transferred us to HTA. The entire company made the transition warm and welcoming and we truly feel so supported by everyone. Heather has been so helpful and responsive with auto insurance questions- being knowledgeable and timely are two really important qualities when dealing with insurance. We are looking forward to working with HTA further as we carefully consider options to optimize our coverage based on our current needs and rest assured that we will be able to do that throughout our lives even as our needs shift and change.
Katie B