Make 2024 the year you put your plan in place
BY PHIL CALHOUN
The core of our business is to help active brokers protect, grow and sell their health commissions.
We are aware of the models available from large agencies that require a commission split while you move to retirement over time. While this model can work, it often comes with multiyear requirements. When these requirements are not met, in the end it can end up in a divorce — leaving you looking for another partner/program or sending you back to where you began and wanted to move from.
The best practice in my experience is to start with a plan to protect your commissions while you remain active. Any plan you put in writing needs to include details you need to address:
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Why Long-Term Care Planning is Important for Your Clients
When a client reaches a certain age, it’s only natural for them to worry about the future. They may be asking themselves “What will happen if I can’t take care of myself anymore?” or “What are my chances of needing long term care?”
It’s hard to think about getting old and not being able to take care of yourself, but the truth of the matter is that 70% of those age 65 and older will need some form of long-term care. As life expectancy continues to grow as a result of medical and technological advancements, more and more Americans should start planning now for an unexpected chronic illness, disability, or simply growing older.
READ MORE
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Strategies for Successful Client Retention
Health insurance professionals can find ways to separate themselves from the competition when looking at the Best Practices of trusted advisors.
Join the monthly call to discuss client success stories as examples, we can learn from to help our clients with the many issues they face when using their health insurance
benefits. From accessing care to dealing with billing issues, we will cover it all. The first Wednesday of each month at 10am we will begin each month’s call.
Join us for a Teams Meeting on
Wednesday 2/7/24 from 10 am to 11 am.
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INDUSTRY CALENDAR
CAHIP
- Feb 13 @ 8:00 AM – 3:00 PM- CAHIP – Orange County- Annual Sales Symposium, Register
- May 6-8, CAHIP Capital Summit @ Kimpton Sawyer Hotel, Sacramento, Register
February
- Feb 6 @2:00PM,Case Studies: Brokers Who Sold Their Commissions, Commission Solutions Webinar, Join Zoom Meeting
- Feb 7 @10-11AM, Strategies for Successful Client Retention Webinar, Live Teams Meeting, Click here
- Feb 9 @1:30-5:00PM, 8th Annual Corn Hole Tournament @Alesmith Brewing Company 9990 Alesmith Court, San Diego CA, -CAHIP-San Diego Register
- Feb 15 @12:00AM-12:00AM: February Happy Hour, CAHIP-LA Register
2024 Conferences
- Feb 25-29, NABIP Capitol Conference, Washington DC, Register
- March 25-27, Ellevate Women’s Leadership Summit 2024 @ JW Marriott Las Vegas. Register
- May 6-8, CAHIP Capital Summit @ Kimpton Sawyer Hotel, Sacramento, Register
- June 23-26, Society for Human Resources Management SHRM24 Annual Conference and Expo @ Chicago, Register
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