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July 2, 2026

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Medicare Guidelines Alert

November 1, 2022 California Broker Magazine

When Does Permission to Contact Medicare Beneficiaries Expire? BY PATRICK RODRIGUEZ What is the Purpose of Permission to Contact? Before we explore the question of “When Does Permission to Contact Expire,” (PTC) it’s important to […]

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Walking to Destiny: 11 Actions An Owner MUST Take to Rapidly Grow Value & Unlock Wealth

November 1, 2022 California Broker Magazine

Walking to Destiny was written to arm business owners and their advisors with the knowledge and understanding needed to recognize their potential, execute growth tactics, and harvest the wealth locked inside a business. The book […]

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Five Reasons Why Your Clients Should Be Offering Fitness Programs Now

November 1, 2022 California Broker Magazine

Getting workers to exercise post-pandemic will make them healthier, happier BY RIK LEE AND LOURDY SOTO The global pandemic literally stopped the world in its tracks in 2020. Many folks who were used to hitting […]

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OPEN ENROLLMENT: In person or online — create a better experience

November 1, 2022 California Broker Magazine

Add online benefit fairs to your toolbox BY LAURA KARES It’s “go time” for many of your clients who are now in the thick of open enrollment — and the perennial benefit fairs that support […]

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Understanding Level Funding and How to Guide Your Clients

November 1, 2022 California Broker Magazine

With 10%+ rate increases, new options may appeal BY TIFFANY STILLER For many individuals covered by the Affordable Care Act (ACA) health plans, premiums are expected to rise dramatically in 2023. According to an analysis […]

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Developing the Coach Mindset

November 1, 2022 California Broker Magazine

FOURTH OF 4 QUARTERLY ARTICLES FOR SPORT OR BUSINESS, COACHING IS EFFECTIVE TO WIN THE “GAME” BY GLENN CRAWFORD I like to break things down into easily understandable concepts. In previous articles I’ve touched on […]

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