By Bryan W. Adams The thought of planning for business succession and retirement can torment entrepreneurs who’ve put in decades of dedication and energy into developing their own successful insurance businesses. However, succession is becoming […]
By Clifford P. Ryan Discretionary investment management involves a high level of trust between the advisor and clients. When the market experiences volatility, the majority of clients are confident that their advisor can monitor and […]
We all want to work smarter, not harder, but even technological advances haven’t conquered adding more hours into the day. One of the of the first things that seems to get sacrificed by increased demands […]
By Rajeev Shrivastava The global travel market continues to grow despite headline-making natural disasters, increased flight disruptions and the threat of terrorism. Travel agencies reported an 80 percent increase in international travel in 2017, and […]
By David L. Fear With the 2018 midterm elections in the rear-view mirror, there is much speculation on the future of health care reform in Washington, D.C. Here are the obvious facts: 1) The […]
By Jesse Slome Despite all the negativity that surrounds long-term care insurance, I am optimistic about the year to come. Not Pollyannaish optimism, but one based on the recognition that significant changes are going to […]
California Broker Magazine ©