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June 20, 2026

Articles by California Broker Magazine

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Behavioral Planning: How Advisor Behavior Drives Client Decision-Making

September 7, 2022 California Broker Magazine

The following was adapted from a Focus Session at this year’s 2022 Million Dollar Round Table (MDRT) Annual Meeting, a four-day immersive experience where MDRT members heard and shared innovative strategies to enhance their client […]

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How Health Insurance Professionals Make a Difference

September 7, 2022 California Broker Magazine

Key to “consumer centric” education effort in Orange County By Phil Calhoun Industry changes and innovations in patient wellness were hot topics at the Aug. 4 Health Care Forum sponsored by the Orange County Business […]

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Solving Benefits Challenges with Individual Coverage Health Reimbursement Arrangements (ICHRAs)

September 7, 2022 California Broker Magazine

Employers can reimburse staff for healthcare plans purchased from the marketplace BY JOHN WIESLER Brokers excel at helping clients find solutions to challenging issues. One key, but underutilized tool in the broker toolbox is the […]

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How to Increase Your Insurance Agency Efficiency Eliminate manual processes

September 7, 2022 California Broker Magazine

BY TOM AVERY   Without fail, Q4 is the busiest time of year, every year. Remember last year? Didn’t it feel like there was way too much work to do? If you’re staring at the […]

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A Surprising Reason Why Clients May Want to Buy LTC Insurance Now

September 7, 2022 California Broker Magazine

BY TOM RIESKE The decision to purchase long-term care insurance can be a difficult one. The very nature of the product — helping protect a version of “you” who may need care 30 or 40 […]

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The Modern-Day Broker: How to Navigate Uncharted Territory

September 7, 2022 California Broker Magazine

By Mike Wilbert The last few years have turned the employee benefits space completely on its head at an unprecedented pace. Employees, weary from the pandemic, have bounced from an uncertain job market to stimulus […]

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