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


Click on the button below to schedule a phone appointment with one of our Medicare Specialists.

We are required by law to get a Scope of Appointment Consent Form completed for anyone who wishes to receive a consultation call.

This simply gives us your permission to discuss your Medicare options. There is no obligation to purchase insurance by signing this form. We are required to keep a current copy of this form on file. If you have not completed a consent in the previous 90 days, please complete and return prior to our scheduled call.

Scope of Appointment (SOA) form

INITIAL, SIGN & DATE where highlighted.  Return to HTA by fax, email, or mail.

  • Fax: 610-430-6652
  • Email: Medicare@HTAfinancial.com
  • Mail: 347 N Pottstown Pike, Suite 200; Exton, PA 19341

We look forward to speaking with you soon!