Help Clients/Grow Revenue
CRANKWHEEL
Beyond Open Enrollment: Your Growth & Client Nurturing Checklist
By Jói Sigurdsson , 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 against the clock. Welcome to open enrollment. The make-or-break season for insurance agents. But here’s the twist: the real money and long-term loyalty aren’t built in these frantic weeks alone. They’re earned in the moments after the dust settles.”
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BUDDY INSURANCE
Annuity Hybrid With LTCi Extension
By Marc Glickman
With the increasing popularity of annuity hybrids paired with LTCi extensions, a modern approach to long-term care planning emerges. This solution blends flexibility, tax advantages, and accessibility. Read on to learn why these innovative products are transforming long-term care planning for clients over 65.
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LIFE INSURANCE
Owner or Key Person Leaving a Company? You Can Still Help Them
By Lisa Rehburg
When there is an executive transition or business sale at one of your employer group clients, be sure to ask if there is a key person policy in place, and what they intend to do with it. Selling a policy can reap tens of thousands or hundreds of thousands of dollars for clients.
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COMMISSION PROTECTION
So Many Ways to Plan, Just Do It
By Phil Calhoun and David Ethington
By now, many of you have read articles, spoken with carriers, and know what happens to commissions should a broker pass away without a plan. The fact is that an active broker who passes away without a plan to protect their health insurance commissions will lose most, if not all, their commissions.
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ICYMI (In Case You Missed It)
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LISTEN & LEARN
Industry News to Grow Your Business
NAIFA
Reinventing Insurance Careers: Industry Veterans Share Strategies for Success in California
By CalBroker Magazine’s CEO Phil Calhoun in interview with Rich Coffin
Rich Coffin, Vice President of Membership, NAIFA-California, and his business partner and industry veteran Kelly R. Smith, Sr., CLU, ChFC, RFC, share insights and actionable strategies for those invested in the ongoing growth of California’s life and health insurance sector.
= Read
= Listen
📺 = Watch
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PROFESSIONAL DEVELOPMENT
Industry Insight: John Evangelista Discusses Product Trends and Broker Strategies for California’s Evolving Market
By CalBroker Magazine’s Phil Calhoun interview with John Evangelista
California Broker Magazine’s recent interview with John Evangelista, a General Agent at Colonial Life and recipient of the Media Relations Award on behalf of the California Association of Health Insurance Professionals – Orange County (CAHIP-OC), offers invaluable insight for health and life brokers navigating a period of evolution in client expectations, compliance, and business growth.
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GROUP INSURANCE
CRC Benefits Steps Forward After BenefitMall Rebrand to Power Broker Support Across California
By Jamie Zelewicz
The California brokerage landscape stands at a crossroads. Amid these shifts, CRC Benefits, formerly known as BenefitMall, has emerged as a central player committed to bolstering broker strategies, compliance capabilities, and client service models in California and nationwide.
= Read = Listen
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HEALTH & WELLNESS
California Brokers Connect Clients with Access to St. Jude Wellness Center’s Many Remote and Onsite Programs
By Megan Wroe
For California’s seasoned insurance brokers, staying ahead means connecting clients with innovative, results-driven wellness solutions that go beyond traditional care. Located in Brea, California, St. Jude Wellness Center, under the management of Megan Wroe, MS, RD, CNE, CLEC, is bridging that gap by providing comprehensive, integrative programs that align with the preventive health priorities of employers, benefit consultants, and individuals with onsite and remote services.
= Read = Listen
= Watch
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