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, […]
Like last month’s article, this is for those of you who use slides when giving presentations. Good slides can enhance your talk. Bad ones can undermine it. For the sake of your audience, strive to […]
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) […]
Covered California announced that 418,052 people had newly selected a health plan for 2020 during the most recent open-enrollment period. The total is more than 122,000, or 41 percent, higher than last year’s figure of […]
As part of our series of carrier surveys, Cal Broker reached out to some of the major players in voluntary benefits. They were happy to fill us in on what’s happening in their worlds. In […]
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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