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June 16, 2025

Month: February 2022

In This Issue

Employers and Broker Benefits Outlook for 2022

February 28, 2022 California Broker Magazine

Survey of 13,000 benefit leaders shows remote work and mental health rank as highest concerns COMPILED BY YJ LEE Mandates. The Great Resignation. Supply chain disruption. Hybrid workforces. The last year presented challenge after challenge […]

In This Issue

Medicare and Elder Fraud CMS has seen an increase in beneficiary complaints

February 28, 2022 California Broker Magazine

BY PATRICIA A. GRIFFEY As many as 1 in 18 “cognitively intact, community-dwelling” older Americans fall victim to an elder fraud scam every year, according to a 2017 study in the American Journal of Public […]

In This Issue

Competitive Tips for the Local Independent Insurance Agent PART TWO Know and use your strengths

February 28, 2022 California Broker Magazine

BY PHIL CALHOUN WITH MAGGIE STEDT This article continues from Part One last month. The focus is on competitive differences local independent insurance brokers provide and can highlight. We will cover Medicare and group ideas […]

In This Issue

Planning for the Future With Income Insurance Safeguard the present with disability insurance and income protection

February 28, 2022 California Broker Magazine

BY JOE RUSSO Great strides have taken place in the financial services industry in recent decades. We’ve developed widely accessible and sophisticated fiduciary savings vehicles that allow Americans to plan for secured financial futures in […]

In This Issue

Strategies for Navigating Double Taxed Retirement

February 28, 2022 California Broker Magazine

BY DAVID E. APPEL SINCE THE PANDEMIC BEGAN, clients and advisors alike are taking extra precautions when planning for the future. This often entails exploring the benefits of plans such as long-term care, disability or […]

More In This Issue..

FIRST OF FOUR INSTALLMENTS In it for the Long Haul? Or not? Taking an Alternative Path to Selling an Agency

February 28, 2022 California Broker Magazine

BY AMY EVANS In October 2021, my employee benefits agency was acquired by Shorepoint Insurance Services, an Acrisure agency partner, and I joined Shorepoint as an Associate VP of Employee Benefits. California Broker Magazine editors […]

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