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April 24, 2026

Articles by California Broker Magazine

In This Issue

Financial Planning Six Key Considerations When Advising Millennial Clients

February 1, 2019 California Broker Magazine

By Misty Weltzien  As an advisor, it’s easy to overlook connecting in person with current and prospective millennial clients. The generation consisting roughly speaking of today’s 22- to 37-year-olds is tech savvy and efficient. Why […]

In This Issue

Succession Planning Insurance Establishment Must Embrace Millennials

February 1, 2019 California Broker Magazine

By Korey Platt We are part of an aging industry. I know we are all aware of this fact and though it may be hard to accept, there are more individuals exiting our business than […]

Howard Jacobson
In This Issue

Health & Wellness Millennials Do It Differently

February 1, 2019 California Broker Magazine

By Howard Jacobson   Millennials do healthcare differently than preceding generations. They have different values, different desires and different needs. The industry must change in order to meet their needs. Let’s look at some facts […]

In This Issue

How To Help Clients Build a Culture of Wellness

February 1, 2019 California Broker Magazine

By Megan Wroe Employers now know that wellness programs are an essential part of an effective workplace environment. Not only do they save healthcare costs and reduce absenteeism, but they also create a positive employee […]

In This Issue

What Do Employee Benefits Clients Expect in 2019?

February 1, 2019 California Broker Magazine

A  look at the top three client expectations By John Chase As we settle into a new year in the benefits delivery industry, those engaged with clients are taking a short breather to wrap up […]

In This Issue

Big Data and Insurance Create A Promising New Relationship

February 1, 2019 California Broker Magazine

Guest Editorial By Jason T. Andrew The insurance and employee benefits industry of today is often operating as it did 20 years ago. The tools commonly used by insurance professionals have remained unchanged; paper, pen, […]

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