HTA Most Commonly Used Forms
- SOA- Please sign and return
- Employer Verification Form
- Medicare Enrollment Periods
- MS-Quick-Reference
- MS-Quick-Reference-NO LOGO
- Income-Adjustments
- Income Adjustments-NO LOGO
- Choosing-a-Medigap-Policy-Guide
- Medicare Out of Pocket Costs
- MS-Plan-Grid
- MS Plan Grid-AFTER 2020
- HTA_ClientBrochure
- HTA_AdvisorBrochure_email
- HTA_EmployerBrochure_email
- How to Enroll In Medicare-EDITABLE
- Medicare-Advantage-vs-Medicare-Supplement
- Client Toolkit
- Medicare Part A Benefits and Premiums
- Medicare Part B Benefits and Base Premiums
- What Medicare does not cover
Marketing Letters
- General Medicare Email-refer to HTA
- Turning 65 Birthday Email-refer to HTA
- Turning 65 Birthday Email-refer to HTAv2
- General-Medicare-Client Email-agents selling MS
- HTA_Medicare_Editable_2
- Turning 65 Birthday Email-refer to agent
- Employer Services Flyer-EDITABLE
- Employee Services Flyer-EDITABLE
- Employer Intro HTA to Employees-EDITABLE
- Group Health Broker Intro HTA to Employers-EDITABLE
Outline of Coverage
- MS Plan F Outline of Coverage
- MS Plan G Outline of Coverage
- MS Plan HDF Outline of Coverage
- MS Plan HDG Outline of Coverage
- MS Plan N Outline of Coverage
- MS Plan F Outline of Coverage-NO LOGO
- MS Plan G Outline of Coverage-NO LOGO
- MS Plan HDF Outline of Coverage-NO LOGO
- MS Plan HDG Outline of Coverage-NO LOGO
- MS Plan N Outline of Coverage-NO LOGO
Quote Report Pages
- Cost Analysis – Medicare Primary
- Medicare Cost Summary
- MS Options Summary-Turn 65 After 2020
- MS Cost Summary-Comprehensive
- MS Cost Summary-Lower Cost
- PDP Overview
- Cost Analysis – Medicare Primary-NO LOGO
- Medicare Cost Summary-NO LOGO
- MS Options Summary-Turn 65 After 2020-NO LOGO
- MS Cost Summary-Comprehensive-NO LOGO
- MS Cost Summary-Lower Cost-NO LOGO
- PDP Overview-NO LOGO
- Medicare OOP 2020
Roadmap-Turning 65
- Turning 65 – retiring, Individual Health Ins, No Health Ins
- Turning 65 – not retiring- under 20 employees
- Turning 65 – not retiring- over 20 employees
- Turning 65 – not retiring- over 20 employees- on HSA
- Turning 65 – on COBRA
- Turning 65 – on retiree plan
Roadmap- Over 65- Retiring
- Over Age 65 – retiring- under 20 employees
- Over Age 65 – retiring- over 20 employees
- Over Age 65-retiring- retiree benefits