Collaborate to Sell More


Collaborative Selling:

Unlocking New Opportunities for Insurance Brokers


In the competitive world of insurance sales, brokers are constantly seeking innovative strategies to expand their clientele and boost revenue. One powerful approach that has gained traction in recent years is collaborative selling, where insurance brokers partner with professionals from diverse fields, such as attorneys, accountants, financial planners, medical professionals, realtors, and more. This synergy between industries opens new avenues for growth, benefits all parties involved, and ultimately leads to enhanced customer satisfaction. In this article, we explore the concept of collaborative selling and discuss the ways insurance brokers can effectively meet and work with these professionals.

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Add Expert Social Security Advisory To Your Business

As the leading eLearning platform for expert Social Security education and training, Registered Social Security Analysts (RSSA) partners with financial professionals including accountants, financial planners, retirement specialists, health insurance professionals and more.

CalBroker readers get a special discount on the RSSA® package

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This is a unique value proposition for your clients as Social Security advisory is a specialized and in-demand service to offer.

Nearly all of your clients will qualify for benefits. However, the rules are very complex, and the vast majority of claimants (96%) do not maximize their benefits.

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Three Ways to Positively Disrupt Your Mindset Each Day


The past few years have seemed like an episode of the movie Twilight Zone crossed with the Hunger Games. Confusion, doubt and distraction seem to be winning the day for many.

However, it doesn’t have to be that way.

In my latest book, “Positive Disruption Vol. II: A Quote and A Question to Upshift Your Life,”

I lay out the case that when we turn inward and redirect our daily thoughts with positive questions and gratitude, we can significantly improve our lives for the better.

Here are three proven ways to positively disrupt your mindset each day.

May they guide you to greater happiness and positivity within your own life.

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Younger People See Value in Term Life


A young adult isn’t the typical demographic that life insurance sales teams have targeted over the past decades, but increasingly various socio-economic forces have made adults in their 20s an increasingly attractive sales target.

The traditional sales model for life insurance has been to target buyers who have other people depending on their income, and who would be left in a bind if they were to die and no longer be able to support them.

So, once a young person gets married and starts having children, the traditional life insurance sales pitch began.

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The Power of Social Media Marketing

How brokers can make real money using free tools


Social media can feel overwhelming, usually because we don’t know how to use it.

The very first thing we need to do is to realize that social media is a tool. We often think of it as our escape from reality, our own distraction.

Start looking at social media (Facebook, mainly) as a free advertising tool. You will find that you can start using it efficiently.

We want to say out loud, “Facebook is for making money.” Once we get our mindset wrapped around that, you’ll find social media much easier to integrate into your day-to-day life.

Picture this…

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Five Ways to Help Your Clients Comparison Shop for Health Care Services

Remind employers and employees how to best use their benefits all year long


While technology has changed how we all shop for everything from car rides to vacation rentals, health care quality and cost information has often remained elusive for many Americans. In fact, research from McKinsey shows that access to health care quality and price transparency information may help reduce out-of-pocket costs for consumers and lower the total cost of care for employers. That’s because the cost for health care services at hospitals and doctors’ offices can vary nationwide and within the same city, despite research showing higher-priced care does not necessarily deliver higher quality care. In Los Angeles, for instance, UnitedHealthcare shows a knee MRI can cost from $210 to $5,950, and childbirth can range from $3,820 to $22,150.

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Group Medicare Advantage Plans Explained

How Group Benefits Brokers can bring solutions to their Employer clients

You may have noticed the increase in interest and enrollment in Medicare Advantage plans but may not understand how Group Medicare plans work for employers.

Medicare Advantage plans are available to retirees on an individual enrollment level, but they can also be offered by plan sponsors to current and former employees. These plans may be referred to as Group Medicare Advantage plans, Employer Group Waiver Plans (EGWPs) or — more commonly — as Group Medicare plans. The purpose of Group Medicare plans is to enable employers to provide health plans to their retirees.

How they work

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October 2023  

Oct. 19, 11:30 AM–12:00 PM, “What Advisors Should Know About Open Enrollment, 1 HR. CE Credit Presented by Marilyn Monahan Register 
Oct. 25, 3:30 PM, “NABIP Power Hour! Register 


Oct. 22-24, LIMRA Annual Conference, Gaylord National Resort & Convention Center, National Harbor, MD, Register   
Oct. 31-Nov. 2, ITC InsurTech Connect, Las Vegas, NV Register    

November 2023  

Nov. 2 @ 11:30 am -1:30 pm PST, WIFS-LA & NAIFA-LA present “What’s Going On With Long Term Care Insurance Around The Country?” Register 
Nov. 07, 9:00-11:00am PST, CAHIP Golden Gate Membership Meeting: “Is Parity Working? Mental Health and Substance Use Disorder Claim Advocacy for Brokers Register
Nov. 8, 9am PST, Q4 State of NAIFA, Register 
Nov. 9 @11:30am-12:30 pm PST, Dickerson Insurance “What Advisors Should Know About Broker Compensation: The Past, Present and Future.” Register 

NOTE: Dickerson offers variety of ongoing CE credit courses, found @ 

Nov. 14, 12:00-2:00pm PST, CAHIP OC “CAA Gag Clause Prohibition & Attestation Requirements” Register 
Nov. 15, 10:00-11:00am PST, CAHIP LA Medicare Agents Quarterly: Coffee Chats, Register 

December 2023 

Dec. 07 2023@11:30 AM – 12:30 PM, 1 Hr. CE Credit – Presented by Dave Fear Sr., What Advisors Should Know About Telemedicine & Virtual Care Benefits, Register 
Dec. 12, 2023@ 5:00 PM to 7:45 PM, Newport Beach Parade of Lights Harbor Cruise Balboa Pavilion, 400 Main St, Newport Beach, CA 92661, Register 

**On-site or walk-in reservations will not be ACCEPTED** 

Dec 14, 2023@4:00 PM – 7:00 PM, “CAHIP GG Save the Date! Holiday party, Save The Date! 
Dec 15, 2023@5:00 PM to 8:00 PM, “CAHIP-LA Annual Holiday Party, TBD, Save The Date!  


Jan. 22 @ 10 am–5pm PST, CAHIP Innovation Expo, Sheraton Universal, LA.   Register:
March 25-27, Ellevate Women’s Leadership Summit 2024 @ JW Marriott Las Vegas. Register
May 6-8, CAHIP Capital Summit @ Kimpton Sawyer Hotel, Sacramento, Register
June 23-26, Society for Human Resources Management SHRM24 Annual Conference and Expo @ Chicago, Register