BY SHANNON STONE I’m a financial advisor with DHR investment Counsel, a fee-only advisor, located in Oakland, California. Until recently, we rarely recommended annuities to our clients. Most were too costly and complex and didn’t […]
BY KYLE ESTEP In the midst of great uncertainty, and arguably because of it, the individual coverage health reimbursement arrangement (ICHRA) is catching on. HRA signups at Take Command Health have grown drastically since ICHRA’s […]
Applying Porter’s Five Forces to the insurance industry BY SUSAN HATTEN For those unfamiliar with Porter’s Five Forces, originally described in a 1979 Harvard Business Review article, it is a model framework that outlines five predictive […]
It’s not just politics anymore BY KEITH VINCENT Fans of the “Mandalorian” were pleasantly surprised when a young Luke Skywalker was revealed on the final episode of Season Two. Older fans like myself had to […]
By URSULA MENTJES As a professional sales coach, people often ask me what my top sales strategies are. What’s the magic script or the key to overcoming objections? Oftentimes, they are surprised to hear how […]
It looks like the Biden administration won’t attempt an answer BY MONTE MERKEN According to Northwestern Mutual’s Planning & Progress Study, one in five Americans have saved nothing for retirement. Experts contend, then, that employers […]
California Broker Magazine ©