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December 14, 2025

BILL CATES

Insurance Insider Newsletter

People Are Talking about LTC Insurance Again

April 17, 2024 California Broker Magazine

By Marc Glickman It has only been about 15 years, but long-term care insurance (LTCi) is popular again. All of us in the LTCi biz knew this might be inevitable. After all, we can see […]

Insurance Insider Newsletter

The Four Industry Trends That Threaten Traditional Health Brokers

February 21, 2024 California Broker Magazine

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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Expectation Checks Are Critical to Your Success

February 7, 2024 California Broker Magazine

Avoid #1 Killer of Business and Personal Relationships! BY BILL CATES, CSP, CPAE PRESIDENT, REFERRAL COACH INTERNATIONAL “Making expectation checks a part of how you interact with your clients will lead to higher client satisfaction […]

In This Issue

10 Tips to Speed Up Your Prospect-to-Client Sales Cycle

January 1, 2024 California Broker Magazine

SALES 10 Tips to Speed Up Your Prospect-to-Client Sales Cycle By Bill Cates In a decidedly unscientific study, I interviewed 37 financial professionals of different tenures and success levels to see if I could come […]

Insurance Insider Newsletter

Lowest Cost Silver Plan in Southern California

December 13, 2023 California Broker Magazine

IEHP offers the lowest cost Silver Plan in southern California  A health care plan you can trust and love. For 27 years, IEHP has been serving the health care needs for more than 1.6 million […]

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Five Ways to Use Short Stories to Attract Ideal Clients

December 1, 2023 California Broker Magazine

SALES TIPS Five Ways to Use Short Stories to Attract Ideal Clients By Bill Cates How many times have you heard that using short stories in the client acquisition process is an effective strategy? Probably […]

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