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December 5, 2025

Month: September 2022

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Solving Benefits Challenges with Individual Coverage Health Reimbursement Arrangements (ICHRAs)

September 7, 2022 California Broker Magazine

Employers can reimburse staff for healthcare plans purchased from the marketplace BY JOHN WIESLER Brokers excel at helping clients find solutions to challenging issues. One key, but underutilized tool in the broker toolbox is the […]

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How to Increase Your Insurance Agency Efficiency Eliminate manual processes

September 7, 2022 California Broker Magazine

BY TOM AVERY   Without fail, Q4 is the busiest time of year, every year. Remember last year? Didn’t it feel like there was way too much work to do? If you’re staring at the […]

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A Surprising Reason Why Clients May Want to Buy LTC Insurance Now

September 7, 2022 California Broker Magazine

BY TOM RIESKE The decision to purchase long-term care insurance can be a difficult one. The very nature of the product — helping protect a version of “you” who may need care 30 or 40 […]

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The Modern-Day Broker: How to Navigate Uncharted Territory

September 7, 2022 California Broker Magazine

By Mike Wilbert The last few years have turned the employee benefits space completely on its head at an unprecedented pace. Employees, weary from the pandemic, have bounced from an uncertain job market to stimulus […]

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Really? Unlikely Life Settlement Cases That Worked

September 7, 2022 California Broker Magazine

By Lisa Rehburg hen I speak to insurance professionals, many think that a client needs to be seriously ill, or well into their 80’s or 90’s for a life settlement transaction to take place. As […]

In This Issue

Powerful Performance Platform Helps Ambitious Agents Fly High

September 7, 2022 California Broker Magazine

Put rocket fuel in your tank (PART TWO OF A TWO PART ADVERTORIAL ) BY JOSHUA SCHNEELOCH Last month, I shared my personal story of fulfilling my life-long dream of coming to America, the birthplace […]

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