2025 SEPTEMBER CONFERENCES Sept 9 – 11: CAHIP OC: 13th Annual Senior Summit @Temecula, CA Sept 16 @9am-6pm CAHIP GG: Medicare Mastery Conference 2025 @San Jose, CA Sept 28 – 30: NAIFA: California e3 Collaborate […]
Help Clients/Grow Revenue BUDDY INSURANCE Actuarial Insights on Group LTCi By Marc Glickman Main Points 1. Individual vs. Worksite Hybrid Long Term Care Products 2. Market Trends and Product Evolution 3. Actuarial Considerations in Pricing […]
Beyond Open Enrollment: Your Growth and Client Nurturing Checklist By Jói Sigurdsson is the CEO of CrankWheel The phones won’t stop ringing. Your calendar’s a wall of back-to-back appointments. Every conversation feels like a race […]
2025 AUGUST EVENTS Aug 4 @2:30-4pm EPI: Speed Dating: Always Know Who To Call! @SF, CA Aug 7 @12:30-6pm CAHIP SD: Day at the Races @Del Mar, CA Aug 13 @2:30-4:30pm EPI: Wealth, Value, Profit […]
Help Clients/Grow Revenue LIFE INSURANCE Why Choose Us For Life Settlements? By Lisa Rehburg It is a privilege to work with advisors and their clients across the country. Every once in awhile, someone will […]
Four Proposed Changes to Medicare in the One Big Beautiful Bill Act — and What Ended Up in the Signed Bill Now signed into law, the One Big Beautiful Bill Act ultimately stripped out many […]
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