for Individuals & Employees
HTA provides educational based support and enrollment services at no charge.
You will never pay more for insurance by working with the HTA Medicare Advisor Team.
Although we will help with all of your enrollments, everyone on our Medicare Advisor Team is a salaried employee of HTA, so you will never feel any sales pressure. Below is a sample of how HTA can simplify your Retirement Healthcare experience.
We feel it is important that our clients receive proper assistance and advice when it comes to their Medicare decisions. HTA will provide a full service package to help you transition to Medicare, acquire the most appropriate supplemental coverage for your situation, and provide ongoing support.
Pre and Post retirement consultations provide individuals no cost Zoom or phone counseling sessions to prepare and answer questions for all aspects of retirement healthcare. You schedule your consultation calls for a day and time that is most convenient to you. Our Advisors will provide as much coaching as you desire on Medicare planning.
After a consultation call, you will receive an easy to understand bullet point summary of the call. The tailor-made “Roadmap to Medicare” Report is a customized report that will give step by step action items to do at specific times leading up to retirement. It answers questions like:
- Should I enroll or defer my Medicare Part B at Age 65? How do I defer/enroll?
- When does it make sense to explore Medicare and Supplemental/Advantage options if I work past age 65?
Medicare Supplement, Medicare Advantage, Prescription Drug, and Dental/Vision coverage. The HTA Team can shop over 40 insurance carriers and products at the click of a button to save you time and research. We will provide gentle guidance and support for choosing the most suitable and cost effective plans. Our Advisors will compare prices from the leading insurance carriers, explain the products and help complete the enrollment. Our Client Service Team will follow through with your application all the way to make sure the policy is issued correctly and you are comfortable with the coverage. In addition, HTA provides ongoing, unlimited support for future questions as well as annual coverage reviews.
No Cost Services
HTA provides educational based support and enrollment services for you, your friends and your family nationwide ~ all at no charge.
Our only ask is that when it comes time for your Medicare enrollment, you allow HTA to help you with the paperwork. HTA is compensated by the 40+ insurance carriers offered when policy is written. You will never pay more for insurance by working with the HTA Medicare Advisor Team.
Our Advisors are all salaried employees, and are not incentivized with commissions. Our guarantee: NO SALES PITCHES! Only friendly, undivided, and efficiently executed service.
HTA is committed to exceeding your expectations.
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!
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.
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