Philip E. Harriman

About the Author

Philip E. Harriman

For more than 30 years, Phil Harriman, CLU, ChFC, has worked with family-held and nonprofit businesses in the areas of retirement planning, business continuation arrangements and estate planning. Phil is a 31-year Million Dollar Round Table (MDRT) member with 18 Court of the Table and 14 Top of the Table qualifications. His service to the financial profession includes serving as the president of MDRT in 2007. Harriman has also held membership in AALU since 1989 and currently serves on its board. His civic involvement includes four terms, 1992-2000, as a senator in Maine representing the 23^rd district. He delivers political analysis for the NBC television affiliates in Maine.

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  Plan for today, tomorrow and the future

  By Philip E. Harriman  |  May 14, 2013

  Having a succession plan in place is good for you ... and your clients.

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  Plan for today, tomorrow and the future

  By Philip E. Harriman  |  May 1, 2013

  Many of us are at different levels of our professional lives. You may be just at the start, or considering leaving the financial industry. No matter where you are today, there will come a time when your clients will want to know who is going to look after their financial...

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  Legacy planning with IRAs

  By Philip E. Harriman  |  March 6, 2013

  Leaving heirs an IRA could create a legacy of fees, taxes and, potentially, debt.

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  Don’t play the numbers game

  By Philip E. Harriman  |  February 12, 2013

  Focus on your clients, not closing.

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  No more estate planning excuses

  By Philip E. Harriman  |  February 6, 2013

  With a permanent estate tax law in place, clients no longer have a reason to hold off on meeting with an advisor.

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  End scene: Succession planning for our clients and ourselves

  By Philip E. Harriman  |  January 23, 2013

  Producers shouldn't sell succession planning advice that they don't follow themselves.

• Link building

  By Philip E. Harriman  |  January 1, 2013

  “Think about making new connections through old ones.”

• Social media and your clients

  By Philip E. Harriman  |  December 1, 2012

  Email is not a substitute for face-to-face meetings.

• Take care of your clients

  By Philip E. Harriman  |  November 1, 2012

  “Avoiding an unplanned long-term care event is crucial to your clients’ financial peace of mind.”

• The ‘health’ of a senior’s retirement plan

  By Philip E. Harriman  |  October 1, 2012

  A well-rounded plan aids clients in handling health-care reductions.