How did the CMS call recording requirement affect your business? Here’s the results of our CMS Call Recording Requirement Survey The team at California Broker is committed to listening to our subscriber’s thoughts on trends […]
If You Have No Plan, Then Your Plan is to Fail Create your 2023 Strategic Plan NOW! By Paul Wirth 2023 has begun, and if you haven’t created a strategic plan, now is the time! […]
The Future of AI and Automation Technology Innovation is key to insurance industry growth and profitability By Joshua Schneeloch While attending the Money 2.0 Conference in Las Vegas a week before Christmas last year, I […]
Rules of Retirement Encourage clients to continue retirement savings during volatile times By Mike Weintraub Volatile markets are nothing new to most experienced advisors. But the goal of advising is to help clients think long-term: […]
It’s a New Year – Keep Your Benefits House in Order Communication doesn’t stop when AEP ends – it’s just the beginning! By Tim Weber 2023 is here! As the new year begins, it’s a […]
Life After AEP – What Comes Next? What worked, what didn’t By Austin Felch Congratulations agents, you’ve survived another busy Medicare Annual Enrollment Period (AEP). Now that the marathon has come to an end, it’s […]
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