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Kim Reed

Accounting & HR Department Manager & Secretary Treasurer

I recently had the pleasure of working with Kathleen to set up appointments with your company. Not only was she very professional, she was patient, courteous, helpful, and extremely informative. She is a huge asset to youe company. I'm looking forward to working with her again.

Albert D.

Agency Principal - Property Casualty Agency

It has been my extreme pleasure to work with HTA Financial & especially Amanda in the Med supp department.  Amanda is so efficient it is like having another CSR at our agency.  From processing applications, to status, technical questions or licensing,  there is not an easier, more pleasant group to deal with.

Eric J.

Managing Partner - Group Health Agency

HTA Financial Services Inc. has been my sole source for all my Medicare needs.  If you are looking for personal professional attention in all facets of the Medicare arena you cannot do better than HTA.

Ken N.

Managing Partner - Senior Solutions Group

Tracy, Nicole and the entire staff of HTA work hard to understand our goal to create best-in-class programs for seniors, their families and providers in Long Term Care. With their help, we are positioned to lead the country in working with families facing tough decisions about healthcare, medicaid, and final expense planning…and able to help make their life better. The Medicare Call Center [HTA Senior Solutions Call Center] is an invaluable resource for families and their advisors.

Kurt H.

Independent Health and Life Agent

In a word, OVERDELIVER.   That has been my experience with everyone at HTA equally.  Your team is such the blessing.  Looking forward to your next training event! 


Financial Advisor

I wanted to tell you and all at HTA how I appreciate the consistent help, timely delivery of quotes/supporting information, and the thorough weekly updates regarding my submitted business.  LTC is not the easiest sale to make, but you all make my job and life easier and are a big reason I continue to sell and market Long Term Care coverage.

A Sincere Thank You.

Erik B.

Principal - Property Casualty Agency

Having the bulk of my insurance experience within the P&C arena, you can imagine the headache and learning curve of providing life, LTC, and other non P&C products. This was the case until I met the wonderful professionals at HTA Financial.  Through their expert knowledge and service, my staff and I are now assured of the very best products, education, and compliance related information to conduct business with total confidence.  I wish to credit most especially the LTC department of HTA, and that department’s Principal, Tracy Russo, CLTC.  Tracy is a wealth of expert knowledge, and a fantastic product coach !  I also extend my sincerest thanks to Nicole Marchand, another LTC Specialist at HTA.  Nicole provides my staff and I with tireless/seamless service and product assistance.  It is an absolute pleasure to work with everyone at HTA Financial Services. 

Joe M., CSA

Specialist Medicare Supplement, Life, Long term Care, Disability

When it comes to Medicare Supplement product knowledge and support, the HTA team of professionals rates an A++.   For me, it starts with Harry and Debbie Tashjian's vast experience in the Medicare insurance industry.  They know the quality carriers and they facilitate appointments with the carriers with the greatest of ease.  HTA's Amanda Ulmer compliments the Tashjians' Medicare product marketing support  with her extremely dependable presence and outstanding helpfulness.

Kristin W.

Financial Advisor

Questions about Long Term Care? The only place for answers that are "spot-on" is Tracy Russo. Having been in the business of providing retirement answers for over 25 years, when more and more questions arose regarding Long Term Care, I needed to find answers that could be provided quickly and accurately. That's when i turned to Tracy Russo and the support staff at HTA Financials. From the minute the question is posed to Amanda or Nicole, rest assured, you will receive the best information and the most accurate answers. You will be giving your clients the guidance they need to make the most informed Long Term Care decisions. If needed, the Tracy, Amanda, the HTA staff meets all expectations.

I couldn't recommend anyone more highly to answer your LTCi questions than Tracy Russo and the staff at HTA Financials. Thank you for all you've done to help me grow my business.

Renee P.

Independent Insurance Agent & General Agent

Tracy ... You and your staff are the BEST !!  Thank you for all your help and patience with us while we get Arkansas rollin on LTC!!!!