California Broker – Collaboration Partners

Help Clients/Grow Revenue 

LIFE SETTLEMENTS

Your Client Tells You They No Longer Want Their Life Insurance Policy – Now What?

By Lisa Rehburg

You just finished taking care of helping your Medicare client find a plan, or a client’s group health insurance renewal. You ask – “Do you need any additional help or advice?” They tell you that they have a life insurance policy that they do not want any longer, or that it has gotten too expensive to maintain. Now what do you do?

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MARKETING CLIENT RETENTION 

Unforgettable Marketing for Insurance Agents 

As a business owner or sales professional, you’re probably always looking for the most effective way to stay in touch with your past clients and sphere of influence. ReminderMedia is a marketing company that helps real estate agents, insurance agents, financial professionals, and small business owners connect with their clients by providing various marketing tools and products. 

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Get Started- Special California Brokerage Deal!
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LONG-TERM CARE 

The Cost of Waiting: A Personal Long-Term Care Story 

By Marc Glickman FSA, CLTC, LTCP 

Long-term care insurance (LTCi) isn’t just a financial tool—it’s a way to safeguard families from the emotional, physical, and financial toll of caregiving. As an actuary with over a decade of experience designing LTCi products, I’ve long understood the value of planning for long-term care. However, it wasn’t until a personal experience unfolded within my own family that I truly grasped the human cost of delaying these crucial decisions. 

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