Advisor Medicare Services - HTA Insurance Services

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)

Also Offering Property & Casualty Support

View our P&C Services

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.

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