COMPLIANCE

2024 Compliance Issues to Watch

By Misty Baker

As we ring in 2024, there are a number of healthcare industry legislative and compliance issues that brokers and employers need to be aware of. Yes, there’s a presidential election later in the year and the potential for changes in the balance of power at the national and state levels. But before we get to November, there are plenty of other issues impacting the industry, from new IRS regulations and transparency requirements to parity compliance.

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LEGAL

2024 Employment Law Update

By Nicole Kamm and Alyssa Graf

The new year 2024 brings a host of new employment laws that are likely to impact your business and — importantly — your clients’ businesses. All California employers need to be familiar with these laws and — as a trusted advisor — this information will help you spot issues and guide clients to the right resources when needed.

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PLANNING

How Succession Planning Works for Health Brokers

Make 2024 the year you put your plan in place

By Phil Calhoun

The core of our business is to help active brokers protect, grow and sell their health commissions.

We are aware of the models available from large agencies that require a commission split while you move to retirement over time. While this model can work, it often comes with multiyear requirements. When these requirements are not met, in the end it can end up in a divorce — leaving you looking for another partner/program or sending you back to where you began and wanted to move from.

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MARKETING TECHNOLOGY

Achieving Competitive Advantage Through Marketing Innovation Boost growth with tools, creativity and online strategy

By Isaac Smith

Innovation has become an essential component for making any business successful in the modern world. In addition, technological advancements have led to rapid changes in every industry. For instance, big data brings innovation to the insurance industry and allows the analysis of data in a meaningful way. The combination of humans and technology has shortened data processing and analysis time.

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FINANCE

Americans Need Financial Guidance – And Are Looking for Help

Good news! Survey shows majority trust advisors

Courtesy of Million Dollar Round Table (MDRT)

It’s no surprise that uncertainty in the financial market continues to weigh on the minds of many Americans. To better understand the extent of its impact on consumers, MDRT conducted a survey on Americans’ views on financial advising, investments and their financial health.

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MARKETPLACE

GenZ: Next Best Prospect for Health Insurance

Understanding their awareness of insurance and motivating purchase drivers

By Katie Shivers

As Gen Z ages, more and more are entering the insurance market. Whether becoming ineligible for parental health insurance at 26 or getting coverage through their first employer, it’s becoming increasingly important to understand how to engage and retain them as insurance customers.

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INDUSTRY CALENDAR

CAHIP

Feb 13 @ 8:00 AM – 3:00 PM- CAHIP – Orange County- Annual Sales Symposium, Register
May 6-8, CAHIP Capital Summit @ Kimpton Sawyer Hotel, Sacramento, Register

January

Jan 30@1:00 p.m. PT, BuddyIns Annual LTCi Market Review, Register

February

Feb 9 @1:30-5:00PM, 8th Annual Corn Hole Tournament @Alesmith Brewing Company 9990 Alesmith Court, San Diego CA, -CAHIP-San Diego Register
Feb 15 @12:00AM-12:00AM: February Happy Hour, CAHIP-LA Register

2024 Conferences

Feb 25-29, NABIP Capitol Conference, Washington DC, 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

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