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April 3, 2026

Month: April 2023

In This Issue

Want to Opt-Out of the Long-Term Care Tax?

April 1, 2023 California Broker Magazine

Consider this …  By Louis H. Brownstone There is a major change in long-term care planning in the works. A new, mandatory tax which would provide minimal long-term care benefits for California’s citizens has now […]

In This Issue

Cross-generational Financial Planning Entrepreneurship

April 1, 2023 California Broker Magazine

How a Millennial and Baby Boomer joined forces  Q&A with Patrick “PJ” Johnson and Stephanie Dannebaum By Linda Lalande There has been an increasing trend in recent years for cross-generational partnerships to form, particularly between […]

In This Issue

Eye Breaks and Vision Coverage Help Keep Employees Engaged

April 1, 2023 California Broker Magazine

Eye care should be a fundamental benefit for every broker, employer and employee By Jonathan Ormsby When employers think about their workers overall health, both physical and mental, does vision always factor in? With “quiet […]

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