“2023 was a year of change for California Broker. On behalf of the Cal Broker team, I want to thank our subscribers for their commitment to Cal Broker — many have been with us since 1981 when Ric Madden started California Broker Magazine.”
BY PHIL CALHOUN
Our staff is grateful for you …
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2024 Compliance Issues to Watch
By Misty Baker
As we ring in 2024, there are a number of healthcare industry legislative and compliance issues that brokers and employers need to be aware of. Yes, there’s a presidential election later in the year and the potential for changes in the balance of power at the national and state levels.
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Win More Clients: Learn How to be a Registered Social Security Analyst (RSSA)
Social Security represents a significant portion of most people’s future retirement income. Individuals who seek assistance in determining the optimal time for filing Social Security benefits are often the same individuals who need guidance in making Medicare plan decisions.
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Americans Need Financial Guidance – And Are Looking for Help
It’s no surprise that uncertainty in the financial market continues to weigh on the minds of many Americans. To better understand the extent of its impact on consumers, MDRT conducted a survey on Americans’ views on financial advising, investments and their financial health.
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Four Strategies to Become Irreplaceable Real connections can translate to referrals
BY BILL CATES
Research tells us that satisfied clients tend to be loyal clients. In one study conducted by Julie Littlechild, CEO of Absolute Engagement out of Toronto, Canada, “satisfied” clients had a high loyalty rating. That’s good.
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Five Ways to Help Your Clients Comparison Shop for Health Care Services
Remind employers and employees how to best use their benefits all year long
BY SHAWN WAGONER
While technology has changed how we all shop for everything from car rides to vacation rentals, health care quality and cost information has often remained elusive for many Americans. In fact, research from McKinsey shows that access to health care quality and price transparency information may help reduce out-of-pocket costs for consumers and lower the total cost of care for employers.
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INDUSTRY CALENDAR
January
February
- Feb 01 @10-11AM, Charting the Course: An Overview of 2024’s Legislative Landscape, EXCLUSIVE CAHIP MEMBERS ONLY VIRTUAL EVENT, Register
- Feb 01 @11:30 AM – 12:30 PM, What Advisors Should Know About Anti-Fraud Awareness, 1 HR. CE Credit – Presented by Bobbi Kaelin, Register
2024 Conferences
- Jan. 22, CAHIP Innovation Expo @Sheraton Universal, LA, Register
- Feb 13 @8:00 AM – 3:00 PM, CAHIP-OC, Annual Sales Symposium, Register
- 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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