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July 24, 2026

Month: February 2024

More In This Issue..

California Doctor Shares Helpful Heart Health Tips

February 7, 2024 California Broker Magazine

By Emma Peters Cardiovascular disease claims 850,000 lives in the U.S. each year, and is the leading cause of death and disability worldwide. Nebraska Medicine analyzed studies which found that genetics play a role in […]

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How to UP Your Client Retention Game in 2024

February 7, 2024 California Broker Magazine

Perform a self assessment and find areas for personal improvement By Carmen Ponce Health insurance professionals can find ways to separate themselves from the competition when looking at the Best Practices of trusted advisors. Below […]

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Expectation Checks Are Critical to Your Success

February 7, 2024 California Broker Magazine

Avoid #1 Killer of Business and Personal Relationships! BY BILL CATES, CSP, CPAE PRESIDENT, REFERRAL COACH INTERNATIONAL “Making expectation checks a part of how you interact with your clients will lead to higher client satisfaction […]

In This Issue

The Four Industry Trends That Threaten Traditional Health Brokers – PART 2

February 7, 2024 California Broker Magazine

And how to address them PART Two of Three By Nelson Griswold In 2024, traditional health brokers face a threat to their very existence from four trends that were spawned or accelerated largely by the […]

In This Issue

FINDING MEANING IN THE DEAL

February 7, 2024 California Broker Magazine

PROFESSIONAL DEVELOPMENT Letters On Integrity: By Russ Williams “What man actually needs…is the striving and struggling for some goal worthy of him. What he needs is the call of a potential meaning waiting to be […]

In This Issue

ACA Annual Preventive Services: Requirements, Client Motivation, & More

February 7, 2024 California Broker Magazine

Information your clients should know and use This article is a refresher for some and news to others. Bottom line is to encourage clients to seek basic preventive care as it will be FREE of […]

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