Harold Geller

Good questions equal good advice

It should go without saying that financial advisors have a duty to know their clients. This means that they must inquire about their clients’ financial circumstances. How can a financial advisor go about this process without being intimidating and yet still manage to get the information they need to provide good advice? The answer may […]

By Harold Geller |November 9, 2009

3 min read

Living Benefits

LTD: Helping claimants when they are most vulnerable

This is the final installment of a three-part series. View part one here and part two here. An insurance agent who offers group benefits and/or individual disability benefits will experience the time-consuming and difficult task of helping clients make benefit claims. While it’s tough, it’s also a source of client appreciation for your efforts as […]

By Harold Geller |July 30, 2009

5 min read

Living Benefits

Long-term disability claims — the individual policy

Obtaining up-to-date information about the insured area of specialization; and Providing up-to-date income information and making recommendations on potential increases in benefit dollar value coverage. The secondary but significant benefit to an agent who offers continuing service is the opportunity to maintain client contact. Close contact offers a wonderful marketing opportunity if clients or their […]

By Harold Geller |July 16, 2009

4 min read