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July 30, 2026

Blog

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 […]

In This Issue

Prediction: “There will be more and more customer segmentation”

May 1, 2023 California Broker Magazine

In this column, we pose a question or share a perspective or prediction about some aspect of the health insurance/finance industry. We invite industry leaders aka influencers to weigh in. If you would like to […]

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Long-term Care Update

May 1, 2023 California Broker Magazine

What you need to know about LTC legislation and state programs By Christine McCullugh I’m often asked to clarify points on the various pieces of long-term care (LTC) legislation being considered across the country. As […]

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Why Brokers Should Demand Digital Technologies from their Carriers

May 1, 2023 California Broker Magazine

 It’s important it is to actually fulfill the promises those benefits provide  By Tony Grosso Ask anyone in the hiring world, and most will tell you that over the past few years, more and more […]

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