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March 13, 2026

Month: December 2020

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HOW WOMEN RISE : PART 6

December 1, 2020 California Broker Magazine

How Women Rise: Self-determination, Allies, Mentors and Sponsors By  Cerrina Jensen THIS IS THE SIXTH and final installment of a multi-part series which has featured a Q&A format based on the book “How Women Rise,” […]

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COVID-19 makes Critical Illness Coverage more Important

December 1, 2020 California Broker Magazine

BY TODD V. MASON CRITICAL ILLNESS INSURANCE  has been in the employee benefits spotlight for the past decade. It’s one of the industry’s top growth products, with sales up 14% last year to $846 million. […]

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COVID-19: Lessons Learned in Client Communication

December 1, 2020 California Broker Magazine

BY JASON L. SMITH IN A MILLION DOLLAR Round Table (MDRT) survey conducted in April, 39% of clients said their dependence on their advisor would increase in a time of a recession, up from 32% […]

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Managed Care-A Value Proposition

December 1, 2020 California Broker Magazine

BY DAVID OLSON IT’S BEEN AN EXTRAORDINARY YEAR— and it’s not done yet—but one thing remains the same. Healthcare is again a hot topic, as it seems to be every time we go to the […]

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How to Become a Trusted Advisor Part II

December 1, 2020 California Broker Magazine

BY JACK  KWICIEN IN THE NOVEMBER ISSUE of Cal Broker, I talked about the pyramid of relationships and why you should want to aspire to be a “trusted advisor” for every one of your important […]

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