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July 29, 2026

Articles by California Broker Magazine

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Coaching versus Advising Planning a financial future is the biggest game of client’s lives

May 2, 2022 California Broker Magazine

BY GLENN CRAWFORD Our industry does a great job of confusing the people we serve from the onset. For example, we go by so many different titles and these titles often have acronym designations that […]

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What Kind of Health Insurance Agent or Broker Are You?

May 2, 2022 California Broker Magazine

By Barry Cohn What kind of health insurance agent or broker are you? Do you just sell group health insurance and visit them nine months later to discuss their renewal? Do you help them with […]

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The Great Potential of BiosimilarsThe Great Potential of Biosimilars in Lowering Drug Costin Lowering Drug Costs

May 2, 2022 California Broker Magazine

Poor health outcomes due to cost can be avoided BY PHILLIP CARROLL Across the country, households are struggling to keep up with skyrocketing healthcare costs, which can reduce access to care, deplete retirement savings and […]

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Embracing Fintech to THRIVE

May 2, 2022 California Broker Magazine

Consumers still desire human touch in financial planning BY PARESH SHAH At the MDRT Top of the Table Conference in 2021, I took part in a long discussion with my fellow advisors on a burning […]

In This Issue

Group Benefit Brokers 101 to Help Clients With Succession Planning For business owners “failing to plan is planning to fail”

May 2, 2022 California Broker Magazine

A CONVERSATION BETWEEN PHIL CALHOUN AND DANNIEL WEXLER Phil Calhoun: Danny, your law career has specialized in and focused on estate planning — mostly for business owners. With the many business owners that you’ve worked […]

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Legal and Identity Protection Benefits Help Employees and Employers in the New Socioeconomic Landscape

May 2, 2022 California Broker Magazine

Providing peace of mind is priceless BY EMILY ROSE In early 2020, the world changed. We experienced a fast, dramatic global transformation; every person, in every walk of life, was impacted, both personally and professionally. […]

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