BY DENNIS HEALY Even though we’ve left 2021 behind, the level of volatility caused by the greatest workplace disruption in decades lingers, and new COVID-19 variants continue to emerge. It’s caused many businesses to go […]
Financial Wellness is Top of Mind for 95% of Workers BY MIKE WILBERT Just as COVID-19 has affected employees and employers in the past two years, it has changed the employee benefits landscape as well. […]
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 […]
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 […]
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 […]
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 […]
California Broker Magazine ©