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

Existing client meeting for annual tax preparation and/or planning.

Existing Clients who have Health Insurance through the Marketplace.

Existing College Planning Client (Parent or Student).

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

This meeting is for new or existing COI contacts

This meeting is for existing clients to review their accounts

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

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

For new clients interested in tax services

This is an hour meeting to discuss Group Benefits