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July 25, 2026

Month: August 2023

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Surviving the Washington State Fire Sale

August 1, 2023 California Broker Magazine

Page 42 LTC Surviving the Washington State Fire Sale by Marc Glickman And how Washington could determine California’s LTCi fate California is just one of the more than a dozen states considering ways to manage […]

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Younger People See Value in Term Life

August 1, 2023 California Broker Magazine

Page 40 LIFE INSURANCE Younger People See Value in Term Life By Michael Giusti Financial product traditionally associated with older buyers serves multiple purposes Read more

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How to Foster a Trusted Advisor Relationship

August 1, 2023 California Broker Magazine

Page 38 CROSS SELLING AND COLLABORATION How to Foster a Trusted Advisor Relationship By Phil Calhoun Broker exemplifies best strategies Read more  

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Be Aware of 3 Pitfalls in Business Succession Planning

August 1, 2023 California Broker Magazine

  Page 36 SUCCESSION PLANNING Be Aware of 3 Pitfalls in Business Succession Planning By Chia-Li Chien Help your clients be better prepared by identifying preferences and bias Read more  

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Enhancing Financial Wellness Programs with Estate Planning

August 1, 2023 California Broker Magazine

Page 34 ESTATE PLANNING Enhancing Financial Wellness Programs with Estate Planning By Tim Weber Employees need to know more about protecting their legacy When employees hear the term “estate planning,” many tend to think of […]

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Help Customers Get Coverage They Don’t Know They Need

August 1, 2023 California Broker Magazine

Page 32 GEOBLUE ADVERTORIAL TRAVEL MEDICAL INSURANCE Help Customers Get Coverage They Don’t Know They Need By Don Van Scyoc Four in 10 Americans traveling abroad have had medical issues Read more  

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