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December 5, 2025

Month: March 2021

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Top Strategies You Can Use To Increase Your Sales

March 1, 2021 California Broker Magazine

By URSULA MENTJES As a professional sales coach, people often ask me what my top sales strategies are. What’s the magic script or the key to overcoming objections? Oftentimes, they are surprised to hear how […]

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To CalSave or Not to CalSave — That is the Question

March 1, 2021 California Broker Magazine

It looks like the Biden administration won’t attempt an answer BY MONTE MERKEN According to Northwestern Mutual’s Planning & Progress Study, one in five Americans have saved nothing for retirement. Experts contend, then, that employers […]

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Recruiting with Heart <3

March 1, 2021 California Broker Magazine

“Great vision without great people is irrelevant.” — Jim Collins, Good to Great BY LEILANI QUIRAY The world is crazy right now. Everything has changed. Your workload hasn’t. though. You’re doing your best to keep […]

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Fiduciary Essentials: Are You at Risk?

March 1, 2021 California Broker Magazine

Assets in retirement plans represent the bulk if not the entirety of employees’ life savings. It is a moral duty to be a good steward of these assets. BY ROBERT RECCHIA All ERISA plans, including […]

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