Medicare Services
for Advisors
Specializing in Medicare and Personal Lines P&C
Helping Professional Advisors bring Specialized Insurance Education and Support to their clients
HTA provides Comprehensive Professional Insurance Planning.
We do more than just price shop. We help simplify and solve their complex insurance decisions.
You can trust HTA to make sure they have proper coverage based on their unique goals, objectives and budget.
Why do Advisors want to work with HTA?
- Including HTA’s value added services will enhance the total benefits package offered to your clients + differentiate you from the competition.
- We are an extension of you, and work side-by-side to assist your clients with their Insurance needs.
- Your clients can feel confident in knowing that their Advisor has a knowledgeable, licensed partner when it comes to speaking about Medicare, Auto and Homeowners Insurance options.
- We can work directly with your client to educate, shop and enroll in the proper solution for their situation.
- We keep you informed. You will receive a monthly report with summary information for your clients.
ALL OF OUR ADVISORS ARE NON-BIASED, SALARIED EMPLOYEES AND DO NOT RECEIVE SALES INCENTIVES NOR COMMISSION.
*HTA Advisors will only discuss the topics from which we have been given permission to discuss. If any other insurance needs arise, HTA will bring this information back to the Referral Advisor.
Medicare Market is the fastest growing population segment with the Aging-In of the 77M baby boomers starting in 2011 and continuing to 2029. Medicare Markets are for ages 65+ and those disabled on Social Security Disability. When one becomes effective in Medicare Part A and/or Medicare Part B, they are eligible for Medicare Benefits.
Testimonials
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
Tracy Keesey joined HTA Insurance Services in 1998 and quickly rose through the ranks due to her exceptional skills and commitment to excellence. Over the years, she has held various positions within the company, gaining valuable experience and knowledge in the insurance industry. In 2007, after successfully developing and leading a Long-Term Care (LTC) Brokerage Division, Keesey was offered partner at HTA. Ten years later, founding partners Harry and Debbie Tashjian retired, thus resulting in the full acquisition of the company by Keesey in 2017.
As Owner and CEO, Tracy Keesey has been instrumental in driving HTA Insurance Services’ growth and expansion. Under her leadership, the company has achieved remarkable milestones, including shifting the overall business model to focus on guiding the clients of financial advisors through the daunting and complicated Medicare selection and enrollment process. This important transition led to the development of The Client Services Division (Retail Division), which still prospers today. In 2021, Keesey sold the Wholesale Division of HTA to Ritter Insurance Marketing. Under the agreement HTA continues to operate the Medicare, Life, and LTC businesses allowing for the focus to be direct to consumer sales, Keesey’s true passion.
Additionally, Keesey recently acquired The DiMatteo Agency, a Property and Casualty business which has expanded HTA’s reach and product offerings to include personal and commercial lines of insurance. Her strategic vision and ability to adapt to changing market dynamics have positioned HTA Insurance Services as a leader in the industry.
Tracy Keesey’s leadership style is characterized by her strong emphasis on teamwork, innovation, and customer satisfaction. She believes in fostering a collaborative work environment where employees are encouraged to share ideas and contribute to the company’s success. Her commitment to employee development and well-being has resulted in a highly motivated and engaged workforce.
Beyond her professional achievements, Tracy Keesey is also actively involved in philanthropic endeavors. She has been a strong advocate for various charitable causes, including the National Association of Insurance Financial Advisors (NAIFA), where she is currently serving as President. Most recently, Keesey along with other members of NAIFA, visited our nation’s capital and led a delegation of 25 for the NAIFA Congressional Conference on Capitol Hill, promoting financial literacy. Her dedication to giving back to the community has had a positive impact on the lives of many.
As HTA Insurance Services celebrates Tracy Keesey’s 25th anniversary with the company this fall, it is a testament to her unwavering commitment and dedication. Her leadership has not only shaped the company’s success, but also inspired and mentored countless individuals within the organization.
Tracy Keesey’s 25 years with HTA Insurance Services have been marked by exceptional leadership, innovation, and a passion for excellence. Her contributions to the company and the insurance industry as a whole are truly commendable. As she celebrates this milestone, we congratulate Tracy Keesey on her remarkable journey and wish her continued success in the years to come.
We are very happy to offer this service to our employees. Kathy has been very helpful in answering any questions, providing communication materials and making the process as smooth as possible for our team to implement. The webinars and site visits were well attended and engaging for our employees, and the staff very knowledgeable and attentive to questions. We look forward to being able to offer more in-person visits in the coming months.
– Annette F – Sr. Consultant
Great organization that does amazing things for their customers. Every time I refer an employee to them, I receive the same feedback- “Thank you so much for suggesting I talk with them. They were all so nice and so knowledgeable. I’m glad that I talked with them. I feel more confident in my choices.”
– Kevin F – Benefits Analyst
Our Medicare Employee Webinar was fantastic and we had a great turnout! Thank you so much for being a great resource for our employees.
– Rachel M – Finance of America Companies