This meeting is for existing clients to review their accounts

This meeting is for potential clients to explore how Akamai Advisors may be able to help.

Existing client(s) needing specific help or quick questions regarding their accounts and/or paperwork

This meeting is for new or existing COI contacts

This meeting is for wholesalers to schedule meetings with the Akamai team. Meeting requires pre-approval.

Current Consulting Client one-off meetings

For new clients interested in tax preparation services

Existing Clients who have Health Insurance through the Marketplace and will have an annual financial review as well

Existing client with Medicare Supplement, Advantage plan, or Prescription Drug plan and annual review.

This is an hour meeting to discuss Group Benefits