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September 26, 2023

Month: September 2023

In This Issue

Navigating the future with AI

September 1, 2023 California Broker Magazine

    TECHNOLOGY Navigating the future with AI Tool or weapon? It’s up to you how you tango with tech By ALAN KATZ Object lesson: how to leverage technology to help deliver more high-touch services […]

In This Issue

Finding Long Term Care Solutions

September 1, 2023 California Broker Magazine

Finding Long Term Care Solutions How BuddyIns.com helped me address my client’s LTCi needs BY DAVID ETHINGTON It is no surprise that many of my clients have a fear of how to cover health expenses […]

In This Issue

Unlocking New Opportunities for Insurance Brokers

September 1, 2023 California Broker Magazine

Collaborative Selling: Unlocking New Opportunities for Insurance Brokers By Paul Wirth In the competitive world of insurance sales, brokers are constantly seeking innovative strategies to expand their clientele and boost revenue. One powerful approach that […]

In This Issue

Changing From Medicare Advantage Plan to Medicare Supplement Policy

September 1, 2023 California Broker Magazine

How to help clients make the transition BY MAGGIE STEDT Although I briefly reviewed the Guaranteed Issue (GI) situations that may apply during the Annual Open Enrollment Period in a prior article, I thought it […]

In This Issue

Supercharge Your Pre-AEP Marketing and Communications

September 1, 2023 California Broker Magazine

Be ready to engage with your clients and grow enrollment BY AUSTIN FELCH The Annual Enrollment Period (AEP) is the pinnacle of the year for independent insurance agents selling Medicare plans. With millions of Medicare […]

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