COMMISSION PLANNING

How Succession Planning Works 

for Health Brokers

Make 2024 the year you put your plan in place

Do You Have a Plan to Protect Your Commissions? 

Too many colleagues have passed away without a plan in place resulting in total loss of commissions at worst, and at best a reduced amount of commission left for their loved ones.

Reasons To Acquire Books of Business

All Active Brokers Need a Plan to Protect Their Commissions. Now You Can be Part of the Solution.

Ric’s Story

All Brokers can learn from the career path and how commission planning can protect and enable a successful future sale.

Tips on Selling a Book of Business

Key considerations and advice for health insurance professionals who are selling their business.

Planning Decisions this Time of

Year: Protect, Grow, and Sell Health

Commissions

As an Active Broker, learn all about planning and commission protection in this article.

From One Subject Matter Expert to Another  

Cal Broker salutes health insurance experts as they play a crucial role in helping their clients navigate the complex landscape of health insurance policies, coverage options, accessing care, and managing healthcare costs. For new brokers in this industry the information below includes “items” to strive to perform.