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.
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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
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.
