Month: May 2025 | California Broker Magazine

December 4, 2025

California Broker – Collaboration Partners

May 21, 2025 California Broker Magazine

Help Clients/Grow Revenue LIFE INSURANCE SETTLEMENTS Your Client Tells You They No Longer Want Their Life Insurance Policy – Now What? By Lisa Rehburg In the middle of 4th quarter open enrollment? Annual reviews? Now […]

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May 14, 2025 California Broker Magazine

CRANKWHEEL Beyond Open Enrollment: 4-Year-Round Strategies to Improve Client Retention By Jói Sigurdsson Brokers pour their energy into Open Enrollment season. It’s fast, intense, and when it’s over, there’s often a natural temptation to take […]