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Your Business and Planning for the Future

March 18, 2021 @ 11:00 am - 12:00 pm

Your Business and Planning for the Future  
(1-HR CE | Course: 383128)

This course will explain what every health insurance agent needs to know to protect their business and their commissions now and in the future.

Craig Gussin will discuss what health agents need to consider when they think about their health insurance practice. He will also talk about what you need to have in place when you consider retiring someday or what if the unexpected life occurrence happens before retirement (sudden death or a long-term disability).

Agents will learn how to set up an action plan now with their office employees or another licensed agent to make sure that commissions continue for years into the future when the agent is retired or if they pass away. Agents will also learn what they need to do now with insurance carriers they are licensed with to protect their commissions in the future. Real-life scenarios will be discussed, so health agents can understand the options available to them to protect their business. I will also discuss what is the best option on how to run your business (Corporation or Sole Proprietor) to protect your commissions now and in the future.

Craig Gussin, CLU, DIF

Auerbach & Gussin Insurance and Financial Services, Inc.
Craig attended Wayne State University in Detroit, Michigan, where he received his degree in Business Administration. Craig holds 2 advanced degrees, one is Charter Life Underwriter from Bryn Mawr College in Bryn Mawr, Pennsylvania and the other is Disability Income Fellow from the American Health Insurance Plans (AHIP). He also has a certification in advanced business, estate planning. Craig is licensed in California and many other States. Craig has been in the financial service business for over 25 years.
He has written articles, conducted seminars, been interviewed on TV, Radio, in the newspaper and magazines (including The Washington Post, LA Times, The Wall Street Journal and Money Magazine). He has been a guest speaker for various interest groups addressing many aspects of Health, Life, Disability Insurance and Succession Planning for Business Owners.  Read more.
Monthly Restaurant Raffle for Charity is Back!

Our monthly restaurant raffle for charity is back! This month, we are supporting Meals with

Love – Vista/Oceanside. Meals with Love provides nutritional meals to people in who have no one to help them and/or cannot prepare food for themselves. Not only are the home bound in need, but also those confined to their homes for any reason, including illness, accident, or convalescence. We assist those of all ages who need nourishment.

Purchase your ‘raffle ticket’ for a chance to win a $200 restaurant gift card, sponsored by Sharp Health Plan!  After you register for the webinar, a link will automatically redirect you to the raffle registration where you can purchase 1 ticket for $10 or 3 for $20.  Your entry will be added to the Wheel of Names where the winner will be chosen on Mar 18th. Must be present to win!




March 18, 2021
11:00 am - 12:00 pm