347 N. Pottstown Pike, Suite 200 | Exton, PA 19341

Employee Medicare Services

All educational, support and enrollment services are provided at no charge.  You will never pay more for insurance by working with the HTA Client Services Team.  Below is a sample of how HTA can simplify your Retirement Healthcare experience.

Teach

Pre and Post retirement consultations provide individuals no cost 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 specialists will provide as much coaching as you desire on Medicare planning.

Simplify

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 options if I work past age 65?
Shop

Medicare Supplement, Rx program, and Dental/Vision coverage.  The HTA Team can shop over 35 insurance carriers and products, so you don’t have to. They will provide gentle guidance and support for choosing the most suitable and cost effective plans. They will compare prices from the 35 leading insurance carriers, explain the products and help complete the enrollment, and then follow the applications all the way through until the policy is issued and make sure you are comfortable with the policy once received. There is ongoing unlimited support for future questions. There are NO SALES PITCHES — only friendly, undivided and efficiently executed service. HTA is committed to exceeding your expectations.

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.

Download our Client Brochure
Download our Client Toolkit
To schedule a personalized phone consultation, please call us at 610-430-6650
Or you can email 
Medicare@HTAFinancial.com