CRANKWHEEL Beyond Open Enrollment: 4-Year-Round Strategies to Improve Client Retention By Jói Sigurdsson Brokers pour their energy into Open Enrollment season. It’s fast, intense, and when it’s over, there’s often a natural temptation to take […]
2025 MAY CONFERENCES May 12-14 CAHIP 2025 Capitol Summit EVENTS May 08 @ 8:30am-5pm CAHIP NorCal: Annual Golf Tournament May 08 @ 2:30-4:30pm EPI: Integrated Tax, Estate, & Charitable Planning @ Costa Mesa, CA May […]
2025 APRIL CONFERENCES Apr 9 & 10 SHRM The AI+HI Project 2025 Conferences @ San Francisco, CA Apr 29 @ 8am-3pm CAHIP-LA Annual Conference 2025 @ Tarzana, CA MEETINGS Apr – All month long: Covered […]
BenefitMall Expands California Team Neil Crosby Appointed Director of Business Development for California Neil Crosby Appointed Director of Business Development for California –BenefitMall, the largest employee benefits general agency in the U.S., announces the […]
CONFERENCES Sept 19-21, NAIFA’s APEX 2024 Conference @The Arizona Biltmore, REGISTER Feb 3, 2025 @9:30am-4:30pm, CAHIP 2025 Innovation Expo @The Queen Mary, REGISTER SEPTEMBER In-Person Sept 9 @10:00 am-12:00 pm, UHC Orange County AEP Rollout […]
LOOKING FORWARD The Four Industry Trends That Threaten Traditional Health Brokers And how to address them PART ONE OF THREE Nelson Griswold Traditional health brokers are facing an existential threat from trends born largely out […]
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