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September 1, 2026

Articles by California Broker Magazine

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HEALTH PLAN COMPLIANCE FOR 2022:

February 28, 2022 California Broker Magazine

SOMETHING OLD, SOMETHING NEW, SOMETHING CHALLENGING AND SOMETHING TO PURSUE…PART ONE BY DOROTHY COCIU WITH MARILYN MONAHAN Have you ever planned something for a really long time, spent energy, time, effort on it, only to […]

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Why You Want to Speak With a Client About Life Insurance Settlements and, How to Do It

February 28, 2022 California Broker Magazine

BY LISA REHBURG I don’t know a lot about life insurance.” “I don’t sell life insurance.” “I am not a life insurance expert.” These are all phrases I have heard when I speak with agents […]

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The 3 C’s of Inclusive Client Relationships: Community, Connectivity and Communication

February 28, 2022 California Broker Magazine

BY DR. DARALEE BARBERA These can be challenging times for financial advisors and clients. Inclusive relationships are what we need today, more than ever. The pandemic has shown us many things, but one thing that […]

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What Football Teaches Us About Financial Planning

February 1, 2022 California Broker Magazine

BY GLENN CRAWFORD I’m of the opinion that all too often advisors use confusing jargon to explain financial concepts that can’t be easily understood in layman’s terms. It’s one of the reasons people can be […]

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Watch Your Back Local Brokers, Competition Comes From Many Places

February 1, 2022 California Broker Magazine

BY PHIL CALHOUN with MAGGIE STEDT This is a two part article with Part One covering the rising competition in the Medicare market and Part Two outlining competitive actions local independent brokers can take to […]

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An Observation about the Pandemic, Agents and Single Payer

February 1, 2022 California Broker Magazine

BY JOHN NELSON The pandemic has revealed a lot about the world, our business, our society and, oh yeah, the state of humankind. I never anticipated I’d ever say this in 2018 but there’s no […]

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California Broker Magazine August 2026

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