TRENDING
COVID -19: FFCRA & CARES Act – A Helpful Guide
By Dorothy M. Cociu As I write this article, I am, like all of you I’m sure, confined to my home office, where I’ve been for a number of weeks during the COVID-19 pandemic. I’m […]
annuities
In This Issue
Medicare Surcharges, IRMAA and Retirement Planning
Over the last decade ensuring healthcare needs will be met in retirement has become one of the top priorities for clients of financial professionals. This reflects growing awareness that health-related costs – Medicare, […]
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4 tips to build better customer relationships using intelligent CRM
Intelligent Customer Relationship Managercan take your business to the next level By Adam Edmonds Every business and industry has different needs and, in the age of the customer, you need a customer relationship manager (CRM) […]
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Playing Happily in the Small Group Space
A conversation with Amy Evans, president of Colibri Insurance Services in Sherman Oaks and founder of AlignWomen. My focus in 2020 is happily growing my agency in the Small Group arena (100 or less employees) […]
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Time to Create A New Standard in Carrier Communications
Welcome to 2020! We’re kicking it off right by bringing you 20 voices germaine to the California Broker world. Of course, this is not a ranking or top 20 list. We do think our contributors […]
In the News
Thanks for the recognition!
CAHU Awards Include Cal Broker! At the annual convention in Costa Mesa last week, The California Association of Health Underwriters recognized California Broker for “decades of exceptionalism and support” of CAHU. Immediate past president […]