<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=319290&amp;fmt=gif">
Join NAIFA
Financial Planning Month-October

October is Financial Planning Month

Elie Harriett

Elie Harriett co-owns Classic Insurance & Financial Services Co., specializing in Medicare-related insurance, and is a trustee of NAIFAOhio. Harriett can be reached at elie@harriett.us.

Recent posts by Elie Harriett

3 min read

In-Person or Virtual?  Questions for the Older Client

By Elie Harriett on 9/17/21 7:45 AM

When do we meet? When I was first starting, that question was music to my ears. It means the prospect was comfortable enough with me that we could sit down in person and I could potentially close the sale. But time marched on and technology changed, meaning it was no longer necessary to make a sale in front of everyone I spoke with. And as the generations changed, the desire, no, the need to meet clients to make the sale eye to eye has diminished.

Topics: Technology Tools Practice Management
6 min read

Medicare, Supplement, or Advantage: A Primer for Financial Advisors

By Elie Harriett on 8/5/21 10:32 AM

As a Medicare insurance broker, I am in the process of getting ready to offer the next year’s products. Insurance companies are also getting ready to advertise next year’s plans, and clients are beginning to wonder if this is the year they should make a major change. Every year, marketing during the Medicare Annual Election Period [AEP] has gotten intense, and there is no evidence to show it’s slowing down. As trusted advisors, you can expect clients to go to you for advice as their opportunity to change plans approaches. Fortunately, you do not need to know the intricacies of the two main types of competing products to be able to advise on financial impacts of them. Here’s the basics of what all financial advisors need to know.

Topics: Health Care Medicare
4 min read

How to Refocus Your Clients on What Matters to Them

By Elie Harriett on 7/16/21 8:37 PM

The purpose of an annual review is to make sure your clients remain focused on their goals and adjust accordingly. But every now and then, a client will call you mid-year asking to change something carefully prepared for them. You know what I’m talking about. A client you have known for a while. A reasonable man or woman. They come in and say they just heard about this great product on TV. They really want it. You stare at them, stone-faced. It came out of the blue. You are familiar with that product. You know it is not for them. But they are enthused about it. More importantly, they demand the product! What do you do?

Topics: Consumer best practices Financial Literacy

Featured

THANK YOU TO
OUR ADVERTISERS

AT Asks!

Loading...