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June 9, 2023

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In This Issue

Beneficiary Designations Versus a Commission Protection Plan

May 1, 2023 California Broker Magazine

Get better protection for your hard-earned commissions By Phil Calhoun In this article we compare carrier beneficiary agreements with a Commission Protection Plan. We will explain the beneficiary agreement generally offered by carriers, then explain […]

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How Collaborative Partnering Benefits Your Clients – Part One

May 1, 2023 California Broker Magazine

By Phil Calhoun    Many health brokers are excellent advisors in their specialty, health insurance. And, like most advisors, they feel confident when within their specialty areas. On the occasion when a health insurance client looks […]

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