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June 21, 2025

Month: January 2022

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IT’S TIME FOR THE HEALTH BENEFITS INDUSTRY TO TAKE CUES FROM RETAILERS

January 4, 2022 California Broker Magazine

BY MAREK CIOLKO WHEN IT COMES to how we design and administer health benefits, there is a lot we can learn from the retail industry. Leading retail brands always find ways to reduce barriers for […]

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How Voluntary Benefits Like Legal Can Help Steer Employees to Financial Well-being in 2022

January 4, 2022 California Broker Magazine

BY DENNIS HEALY CONGRATS! We made it through 2021 — and what a year it was (insert deep breath here)! But as we dive into 2022, employees are not out of the woods yet. Many […]

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PARSING THE ISSUE OF ESG FUNDS IN A 401k

January 4, 2022 California Broker Magazine

Sustainable investment options are drawing interest, especially from millennials BY ROBERT C. LAWTON MANY 401(K) PLAN SPONSORS are considering whether ESG mutual fund investment options belong in their 401(k) plans. The following discussion takes a […]

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Welcome to the Jungle…Get ready for 2022

January 4, 2022 California Broker Magazine

BY DAWN MCFARLAND I love how this is the song often played to get fans motivated at sporting events. Is it stuck in your head now? Well, there are worse tunes…      HAPPY NEW YEAR […]

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CalSavers MANDATE

January 4, 2022 California Broker Magazine

How to Turn a Problem into an Opportunity BY ED MCCLEMENTS, JR. You can increase your book of business by helping clients and prospects deal with the challenges presented by California’s retirement plan mandate — […]

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NEW YEAR’S RESOLUTION

January 4, 2022 California Broker Magazine

Protect Your Commissions in 2022 BY PHIL CALHOUN I AM OFTEN ASKED how commissions are handled when an active broker retires or worse, is no longer able to stay active. The answer is the same […]

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