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to California Broker!

We are always interested in objective bylined articles on life, health and financial planning topics. For potential topics, see the editorial calendar to the right. If you have an article idea or if you would like us to consider a general topic, please e-mail editor Leila Morris at editor@calbrokermag.com.

Writer’s Guidelines

Word Count: 1,000 to 2,00 words (more or less)

Topics: Any topic that is of interest to life or health insurance agents or brokers. An article cannot talk about a company or its products until the bio paragraph at end. We do not accept articles have appeared in other publications (with some limited exceptions). It is understood that no article written for California Broker Magazine will appear in another publication except for in-house publications or client communications. If an article appears in an in-house publications or client communications, there must be a mention that the article appeared in California Broker Magazine.

Use of Articles for marketing or other purposes: Feel free to reproduce articles in-house, in client marketing materials, or on your website as long as you make it clear that the article appeared in California Broker Magazine. Also, if you post the article on your website, please include a link to www.californiabroker.com.

Pdf: To get a Pdf. of your article, please contact our production director, Steve Zdroik at stevez@calbrokermag.com.

Byline: All articles must include the name of the author in the text of the article, not in a separate file or just in the e-mail.

Bio: All articles must include a bio of the author or at least the person’s title. The bio must be in the text of the article and not in a separate file or just in the e-mail. Remember to include contact information if you want readers to contact you.

Statistics and Studies: If you mention some data from a study, you must include the organization that conducted the study.

Scheduling: We schedule articles to match our editorial calendar. But, we can still put in off-topic articles when we have room. We generally need articles six weeks before the publication date. We cannot always get an article in the issue for which it was scheduled due to space limitations. We sometimes have to put it off for a later issue. We won’t know a final layout until about two weeks after the editorial deadline. Please contact editor, Leila Morris at editor@calbrokermag.com to schedule an article.

Deadlines: Please let us know, as soon as possible, if you cannot make a deadline so we can find someone else to write on the same topic.

Editorial Calendar 2014

January
Annuities
COBRA • Dental
HSA Survey Pt. I
Private Exchanges
Prepaid Legal
Life Insurance (Life/LTC Combo)
Travel Insurance
Vision
Voluntary Benefits
Worker’s Comp
February
Dental
Disability
401(k)/Sep IRA
Health Exchanges
HSA Survey Part II
Individual Health
Indexed Universal Life
Life Settlements
Limited Medical
LTC Riders
Self-Funding Plans
Wellness
March
Annuities
Dental
Disability
HSAs (Consumer-Driven Health)
Life Insurance
Medicare Advantage
PPO Survey Pt. I
Voluntary Benefits
Vision
April
Acupuncture
Annuities
Chiropractic
COBRA
Disability
Health Exchanges
Life Insurance
Long Term Care
PPO Survey Pt. II
Self-Funding
May
Disability
401(k)
Critical Illness
HSAs (Consumer-Driven Health)
Individual Health
Prescription Drug
Voluntary Benefits (View from Top)
Life Insurance
Life Settlements
Private Exchange Survey
June
Ancillary Benefits Including:
Prepaid Legal, Vision,
Disability, Chiropractic/
Acupuncture/
Alternative Care/
Wellness/Dental/
Group LTC
HSAs (Consumer-Driven Health)
Life Insurance/
Estate Planning
July
Annuities
COBRA
Critical Illness
Dental Survey Part I
Life and LTC Rider
Medical Tourism
Self-Funded Plans
Life Insurance
Voluntary Benefits (Advertorial)
August
Dental Survey Pt. II
Self Funding
HSAs (Consumer-Driven Health)
Individual Health
Life Settlements
Medicare Supplements
Travel Insurance
View from the Top (Life)
Vision
Wellness
September
Annuities
COBRA
Long-Term Care
Dental Survey Part III
401(k)
Individual Health
Life Insurance
Medicare Supplements
Self-Funding
Voluntary Benefits
October
Annuities
Disability
529 Plans
HMO Survey Part I
HSAs (Consumer-Driven Health)
Life Insurance
Medicare Supplements
Prepaid Legal
Vision
November
Acupuncture
Chiropractic
Dental
HMO Survey Pt. II
Long-Term Care
Premium Financing
Self-Funding Plans
Life Insurance
Voluntary Benefits
December
Annuities
Critical Illness
Dental
HSAs (Consumer-Driven Health)
Life Settlements
Life Insurance
Vision
Voluntary Benefits Survey

About Our Editors:

Kate Kinkade

Editor-In-Chief

California Broker Magazine

Kate Kinkade, CLU, ChFC, the editor-in-chief of the California Broker, is a veteran insurance professional with 25 years in the industry. Unlike editors of most trade publications, Kinkade remains active in the industry she writes about, with her own independent retail life insurance agency in Southern California. She has consistently produced well in excess of Million Dollar Round Table levels, and works in some of the most sophisticated areas of life insurance sales.

Kinkade started with Equitable Life in 1973, became a sales manager for that company, and developed an employee benefit sales program which was later adapted by Lincoln National Life under her supervision. She was a vice president in the field operation of Lincoln National from 1977 to 1981, when she started her own agency. She qualified for the top sales honors of both companies during her tenure there.

Kinkade also founded The Marketing Company in 1979, a telemarketing operations providing qualified leads to life and health insurance agents.

Kinkade has received recognition for her efforts in health insurance reform and life insurance solvency issues from industry associations and from the California Insurance Commissioner. Her writing regarding AIDs-related insurance issues was referenced in the development of underwriting and privacy regulations by the California State Legislature. Her writing on health insurance reform remains part of the record of committee hearings which resulted in AB1672, and was used by the federal legislative committees developing health care reform in the mid 1990s.

Kinkade is a frequent speaker for Life Underwriters, Health Underwriters, CLU, and International Association of Financial Planners associations. She also speaks on insurance industry topics for other professional organizations, such as bar associations and CPAs.

Being an active and successful insurance agent gives Kinkade a unique perspective as an editor. She looks for articles which would be helpful in her own practice and that of her peers. She researches and writes on topics she sees as vital to the industry in which she is so actively engaged. When she writes or chooses articles, she is looking for the perspective of the professional insurance agent.

Leila Morris

Editor of California Broker Magazine and Founding Editor of Marketing Strategies Newsletter and Insurance Insider News

Leila Morris is editor of California Broker Magazine and founding editor of Marketing Strategies Newsletter and the weekly Insurance Insider News, which she produces. She has been a business and technology editor, reporter, and writer for more than 16 years. Before coming to California Broker, she produced custom newsletters for life insurance agents and provided insurance industry Website content. Before that, Morris was a managing editor in charge of the successful revitalization of a flagging telecommunications magazine.

Back in the Washington, D.C. area, she was associate editor of a defense-aerospace newsletter and founding editor of a defense-conversion newsletter. She has also had editorial stints with a superconductor newsletter and an environmental contractor newsletter. She covered Congressional hearings, interviewed members Congress, federal officials, and industry leaders, attended conferences, and visited military bases around the country. She also did presentations on the DOD budget for a major trade show and for County officials in Virginia. She has chaired and helped manage conferences sponsored by the various publications she worked on.

Working for federal contractor, Dynamac, she compared state and federal Dept. of Transportation regulations and helped write sections of the Federal Register for the Environmental Protection Agency.

Morris graduated with a B.A. degree in political science from St. Mary’s™s College of Maryland where she worked as a writing tutor part time. She was as an intern in the Capitol Hill office of Rep. Beverly Byron (D-Md.).