Independent Brokerage Agencies, known to many as “General Agents,” can lead brokers through the product maze. They search the market to find the product to fit brokers’ proposals. Independent Life/Health Brokerage agencies act as the […]
E&O 401(k) Critical Illness HSAs Life Settlements LTC Life Regional Offices Medical Group Medical Professional Liabilities Group Medical Record Retrieval Paramedical Sec. 125 TPAs Worksite Marketing ———————————– Errors and Omissions Cita Insurance Services Contact: John […]
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 […]
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, […]
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) […]
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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