Philip E. Harriman

• 

  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.

• 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.

• The fiduciary duty between clients and beneficiaries

  By Philip E. Harriman  |  September 4, 2012

  “We must also educate our clients on their responsibilities in providing benefits to other members of their families.”

• The financial tool that keeps on giving

  By Philip E. Harriman  |  August 1, 2012

  “If life insurance is understood, it is a life-enhancing solution for most clients.”

• Insurance for all walks of life

  By Philip E. Harriman  |  July 1, 2012

  “Understanding the objectives of our clients remains a vital step in the financial planning process.”

• 

  Insurance For All Walks of Life

  By Philip E. Harriman  |  June 27, 2012

  In an increasingly diverse America, advisors should keep their clients' cultural and financial needs in mind when recommending products.

• Baby boomers and the new American dream

  By Philip E. Harriman  |  May 1, 2012

  “Advisors need to have specialized service for this exceptional generation.”

• 

  How a Life/LTC Combo Could Save Your Client's Retirement

  By Philip E. Harriman  |  April 25, 2012

  With a life insurance/long-term care insurance hybrid, your client will have LTC coverage should he need it and a death benefit if he doesn't.