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July 7, 2026

Month: March 2020

In This Issue

Medicare Surcharges, IRMAA and Retirement Planning

March 2, 2020 California Broker Magazine

    Over the last decade ensuring healthcare needs will be met in retirement has become one of the top priorities for clients of financial professionals. This reflects growing awareness that health-related costs – Medicare, […]

In This Issue

Analyzing the California Healthcare Landscape

March 2, 2020 California Broker Magazine

Brokers can help their clients recognize real savings with reference-based pricing The California health insurance market hasn’t changed much over the past 25 years for employers. During this period, the big insurance carriers have dominated […]

Renowned Healthcare expert Alan Katz
In This Issue

Powerful Presentations

March 2, 2020 California Broker Magazine

Like last month’s article, this is for those of you who use slides when giving presentations. Good slides can enhance your talk. Bad ones can undermine it. For the sake of your audience, strive to […]

In This Issue

4 tips to build better customer relationships using intelligent CRM

March 2, 2020 California Broker Magazine

Intelligent Customer Relationship Managercan take your business to the next level  By Adam Edmonds Every business and industry has different needs and, in the age of the customer, you need a customer relationship manager (CRM) […]

In This Issue

Complexities in the Healthcare System Create Opportunities for Brokers

March 2, 2020 California Broker Magazine

Take a look at clinical advocacy programs  After what she thought was a routine mammogram, Wanda Jones (pseudonym) got the call women dread. She had a spot on her right breast, and it was cancer. […]

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