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December 6, 2025

In This Issue

In This Issue

Supercharge Your Pre-AEP Marketing and Communications

September 1, 2023 California Broker Magazine

Be ready to engage with your clients and grow enrollment BY AUSTIN FELCH The Annual Enrollment Period (AEP) is the pinnacle of the year for independent insurance agents selling Medicare plans. With millions of Medicare […]

In This Issue

How do Health Brokers Young and Old Plan for Success

August 1, 2023 California Broker Magazine

Page 26 COMMISSION COACH How do Health Brokers Young and Old Plan for Success By Phil Calhoun Start with the end game This article series covers topics related to How to Protect, Grow, and Sell […]

In This Issue

Employ Technology to Make Small Group Benefits Profitable Save time, Improve Service and Increase Profits

August 1, 2023 California Broker Magazine

Page 24 GROUP 4Q PREP Employ Technology to Make Small Group Benefits Profitable By Jeremy McLendon Save time, improve service and increase profits Read more  

In This Issue

Five Tech Tools Every Agency Should Have

August 1, 2023 California Broker Magazine

Page 22 GROUP 4Q PREP Five Tech Tools Every Agency Should Have By Alex Strautman Gear up for 4Q as open enrollment approaches Read more

In This Issue

Know the FFM’s requirements for consent to contact for AEP

August 1, 2023 California Broker Magazine

Page 20 MEDICARE AEP PREP Know the FFM’s requirements for consent to contact for AEP CMS laid out additional requirements for life and health insurance brokers to obtain consent to contact prior to providing assistance. […]

In This Issue

Prepare for AEP 2024 Success with This Checklist

August 1, 2023 California Broker Magazine

Page 18 MEDICARE AEP PREP Prepare for AEP 2024 Success with This Checklist By Austin Felch For brokers who offer Medicare products, it’s an important time to reach out to current and potential clients and […]

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