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September 14, 2026

Month: May 2023

In This Issue

How a Self-Empowered Mindset Ensures Success

May 1, 2023 California Broker Magazine

Take powerful steps for yourself, your staff and your community By Chris Jankulovski As an insurance broker, you know that the industry is all about managing risk. But have you ever stopped to consider the […]

In This Issue

ChatGPT Can Help Brokers Accomplish 7 Essential Marketing Tasks

May 1, 2023 California Broker Magazine

By MJ Finstrom Effective marketing attracts new customers, wakes up dormant clients, fosters loyalty and generates referrals. It’s an important part of business. Nonetheless, some people neglect their marketing because they don’t have budget to […]

In This Issue

“Never Pay the First Bill”

May 1, 2023 California Broker Magazine

“Never Pay the First Bill” Making the case for professionalism  By Marshall Allen Review by Phil Calhoun After reading this book it is clear the author has done an excellent job covering many aspects of […]

In This Issue

Beneficiary Designations Versus a Commission Protection Plan

May 1, 2023 California Broker Magazine

Get better protection for your hard-earned commissions By Phil Calhoun In this article we compare carrier beneficiary agreements with a Commission Protection Plan. We will explain the beneficiary agreement generally offered by carriers, then explain […]

In This Issue

Women’s Leadership Summit Watchwords: Authenticity, Connection, Compassion and Vulnerability

May 1, 2023 California Broker Magazine

Some people call them soft skills, but here they are rules of engagement Leading with empathy, compassion, authenticity and kindness. These were watchwords of the gathering of 200+ women leaders at the mid-March Ellevate Foundation’s […]

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Personality type and persuasive communications: understanding your client’s communications needs

May 1, 2023 California Broker Magazine

By John Hackston Here’s a quick quiz. When you are talking to a salesperson, what works for you, and what doesn’t? Specifically, when someone is trying to influence you, which of the following approaches would […]

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