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

This meeting is for existing clients to review their accounts

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

Existing College Planning Client (Parent or Student).

Existing Clients who have Health Insurance through the Marketplace.

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

This meeting is for new or existing COI contacts

Existing client meeting for annual tax preparation.

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