CRANKWHEEL Beyond Open Enrollment: 4-Year-Round Strategies to Improve Client Retention By Jói Sigurdsson Brokers pour their energy into Open Enrollment season. It’s fast, intense, and when it’s over, there’s often a natural temptation to take […]
2025 MAY CONFERENCES May 12-14 CAHIP 2025 Capitol Summit EVENTS May 08 @ 8:30am-5pm CAHIP NorCal: Annual Golf Tournament May 08 @ 2:30-4:30pm EPI: Integrated Tax, Estate, & Charitable Planning @ Costa Mesa, CA May […]
Help Clients/Grow Revenue BUDDY INSURANCE The Evolution of Group Long-Term Care Insurance: A New Era for Small Businesses Long-term care insurance is now more accessible to small businesses, thanks to innovations like guaranteed issue underwriting, […]
THE 2025 WILL G. FARRELL PUBLIC SERVICE AWARD RECIPIENT IS RICK BRYSON. Celebrate Rick Bryson & Golf Registration Due 4/11 NAIFA- National Association of Insurance and Financial Advisors – Los Angeles COME HONOR AND CELEBRATE […]
2025 APRIL CONFERENCES Apr 9 & 10 SHRM The AI+HI Project 2025 Conferences @ San Francisco, CA Apr 29 @ 8am-3pm CAHIP-LA Annual Conference 2025 @ Tarzana, CA MEETINGS Apr – All month long: Covered […]
LIFE INSURANCE SETTLEMENTS Favorable Attitudes Toward Life Insurance Settlements By Lisa Rehburg Investors have had, and continue to have, favorable attitudes toward life insurance settlements. This positive outlook continues into the future. This is great […]
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