3 minute read

Publisher's Note - October Is Here!

By Phil Calhoun

Halloween, Breast Cancer Awareness Month, Daylight Saving and Wellness, the start of AEP and prepping for Group Benefits open enrollments, all make for a busy fourth quarter.

October is about your clients, probably more so than any other time of year as it leads us into the Annual Election Period and Open Enrollment. Working with clients to explain their health care options and their rate increases, changes with plan benefits and provider access, all demand more of your time and greater commitment to client advocacy.

California Broker applauds your efforts all the time and we hope you will share your best practices for the work you feel are the standard all health brokers need to pursue.

SCAN’s Jain shares a health broker challenge, to place clients first and work with carriers in the process which is a refreshing message. Enjoy the article based on his presentation to CAHIP LA attendees last month.

Megan Wroe shares tips on health and wellness for October including breast cancer.

We also have several articles on open enrollment to review as you work through this important process. We pause some in October on Commission Planning content but encourage anyone with a medical challenge to protect your commissions with a written legal plan between you and your chosen successor. This past month we assisted over 12 brokers to protect their commissions in all life events. Many of these brokers hired us to do the planning work as they had a successor lined up but needed an agreement and a process to make the plan work when needed.

Our READ – LISTEN – WATCH articles are designed to give options for you to access California Broker content on your terms. We hope to hear from you about your experience with READ – LISTEN – WATCH articles. We also save all articles on our website and on Issuu.com.

Finally, we lost a friend who founded California Broker magazine in 1981, Ric Madden may he rest in peace. We plan to share his story in our December issue, and we hope you will send us your thoughts about Ric and what his efforts with Cal Broker have meant to you.

As always please support our advertisers as we appreciate how they help cover the cost to provide valued content to our 220,000 subscribers.

Email your thoughts and feedback to publisher@calbrokermag.com

Survey Results

A recent survey conducted at the Medicare Summitt in Pechanga at our booth, was centered on Cal Broker favorites. We also had a few questions about plans for a broker’s agency with three areas of focus–GROW, PROTECT, prepare to SELL. There was no limit to how many of the three areas one could respond to. All participants will receive a $10 gift card to enjoy.

Results Summary:

  • All respondents indicated they plan to focus on protecting their commissions, and all but one indicated they also plan to focus on growing their commissions.

  • 65 percent of respondents said they plan to work on an exit from their business.

Results for favorite Cal Broker Media content is below:

  • By far the Articles and NEWS were surveyed to be the most popular content. Newsletter, the new READ – LISTEN – WATCH format for some articles, and Resources to Help Clients were also valued.

On behalf of our team at Cal Broker we appreciate this feedback. We want to stay connected to our 220,000 subscribers and continue to bring resources and solutions you can use to be the best client advocate possible.

Congratulations to our Winner of the Cal Broker Survey drawing for $100, Titi Mary Tran!
This article is from: