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February 13, 2026

In This Issue

In This Issue

ChatGPT Can Help Brokers Accomplish 7 Essential Marketing Tasks

May 1, 2023 California Broker Magazine

By MJ Finstrom Effective marketing attracts new customers, wakes up dormant clients, fosters loyalty and generates referrals. It’s an important part of business. Nonetheless, some people neglect their marketing because they don’t have budget to […]

In This Issue

“Never Pay the First Bill”

May 1, 2023 California Broker Magazine

“Never Pay the First Bill” Making the case for professionalism  By Marshall Allen Review by Phil Calhoun After reading this book it is clear the author has done an excellent job covering many aspects of […]

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 […]

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 […]

In This Issue

NABIP Members Visit with the 118th Congress

April 1, 2023 California Broker Magazine

Shaping the Future of Healthcare BY MAGGIE STEDT Representing our association, agents and our clients, members from over 200 chapters of the National Association of Benefits and Insurance Professions (NABIP) that was formally known as […]

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