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How to Foster a Trusted Advisor Relationship
Page 38 CROSS SELLING AND COLLABORATION How to Foster a Trusted Advisor Relationship By Phil Calhoun Broker exemplifies best strategies Read more
Articles by California Broker Magazine
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Be Aware of 3 Pitfalls in Business Succession Planning
Page 36 SUCCESSION PLANNING Be Aware of 3 Pitfalls in Business Succession Planning By Chia-Li Chien Help your clients be better prepared by identifying preferences and bias Read more
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Enhancing Financial Wellness Programs with Estate Planning
Page 34 ESTATE PLANNING Enhancing Financial Wellness Programs with Estate Planning By Tim Weber Employees need to know more about protecting their legacy When employees hear the term “estate planning,” many tend to think of […]
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Help Customers Get Coverage They Don’t Know They Need
Page 32 GEOBLUE ADVERTORIAL TRAVEL MEDICAL INSURANCE Help Customers Get Coverage They Don’t Know They Need By Don Van Scyoc Four in 10 Americans traveling abroad have had medical issues Read more
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“Faster Cures — Accelerating the Future of Health” by Michael Milken
Page 30 BOOK REVIEW “Faster Cures — Accelerating the Future of Health” by Michael Milken Reviewed by Phil Calhoun Partly a memoir and partly a recent history of medicine, the book provides a self-reported account […]
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You are not made up of small parts – Part 1
Page 28 YOUR HEALTH You are not made up of small parts – Part 1 By Anoop Kumar, MD Why is this important to brokers? Because it changes the way we view our human-ness AND […]