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A Trusted Medicare Resource for Your Clients

As clients approach Medicare, coverage decisions impact their broader financial plan.

HTA provides clear, personalized Medicare guidance—so your clients can make confident decisions, while you stay focused on their overall strategy.

Medicare Decisions Impact the Bigger Picture

Coverage, cost, and timing decisions can affect:

  • Healthcare costs in retirement
  • HSA eligibility and contributions
  • Income-related premiums (IRMAA)
  • Overall financial confidence

Ensure your clients’ Medicare decisions align with their long-term goals.

How We Support You and Your Clients

 

For Advisors

  • Enhance value by providing HTA’s Educational Webinars as clients approach Medicare
  • A trusted partner for topics beyond your core focus
  • Support that aligns with your financial planning strategy
  • Ongoing communication so you stay informed and connected

For Your Clients

  • Clear, personalized Medicare guidance
  • One-on-one Pre-Medicare planning to prepare for key milestones
  • Guided Zoom consultation for plan selection and enrollment (see the full client experience)
  • Ongoing support—even after enrollment

Inside the Client Resource Center

Clients have access to tools, including:

  • Personalized Medicare Enrollment Timeline
  • Medicare vs. group coverage comparisons
  • Medicare & COBRA and HSA education
  • High-income (IRMAA) considerations – Income-Based Pricing
Roadmap Timeline Process Infographic Graph (768 x 2000 px) (1)
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Also Offering Property & Casualty Support

Why Advisors Trust HTA

  • Focused exclusively on Medicare to complement your core services
  • Clear, simple Medicare guidance from experienced specialists since 1999
  • Salaried advisors aligned with your clients’ best interests—not commissions
  • Access to 20+ leading insurance carriers nationwide
  • Education-first, client-centered approach

How Advisors Partner with HTA

We’ll tailor our approach to best fit with your practice:

Host a Client Webinar

Educational Medicare sessions to help your clients understand their options and key decisions

Share a Co-Branded Resource Center

Personalized hub with Medicare tools and guidance clients can access at anytime

Refer Clients When the Time is Right

One-on-one Medicare consultation with an expert advisor

Start with a 30-Minute Introductory meeting 

We’ll learn about your practice, explore how HTA can support your clients—and identify the best way to introduce our services.

Testimonials

Contact Us

Our Address

100 Campbell Blvd.
Suite 100
Exton, PA 19341

Contact Us

Info@HTA-insurance.com
P: 610.430.6650
F: 610.430.6652

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