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April 23, 2026

Articles by California Broker Magazine

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Embracing Fintech to THRIVE

May 2, 2022 California Broker Magazine

Consumers still desire human touch in financial planning BY PARESH SHAH At the MDRT Top of the Table Conference in 2021, I took part in a long discussion with my fellow advisors on a burning […]

In This Issue

Group Benefit Brokers 101 to Help Clients With Succession Planning For business owners “failing to plan is planning to fail”

May 2, 2022 California Broker Magazine

A CONVERSATION BETWEEN PHIL CALHOUN AND DANNIEL WEXLER Phil Calhoun: Danny, your law career has specialized in and focused on estate planning — mostly for business owners. With the many business owners that you’ve worked […]

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Legal and Identity Protection Benefits Help Employees and Employers in the New Socioeconomic Landscape

May 2, 2022 California Broker Magazine

Providing peace of mind is priceless BY EMILY ROSE In early 2020, the world changed. We experienced a fast, dramatic global transformation; every person, in every walk of life, was impacted, both personally and professionally. […]

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5 Reasons Legal Insurance is Heating Up

May 2, 2022 California Broker Magazine

BY DENNIS HEALY Roughly 47 million Americans left their jobs voluntarily in 2021, according to the U.S. Bureau of Labor Statistics. And the “Great Resignation” hasn’t shown signs of stopping yet. As employers struggle to […]

Insurance Insider Newsletter

Can’t Beat Face-to-Face!

April 27, 2022 California Broker Magazine

It was great to see you all — finally IN PERSON at  the 2022 LAAHU Annual Symposium themed “Nothing’s Gonna Stop Us Now!”   “Embracing” the occasion were 245 enthusiastic insurance professionals gathered at the […]

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The Key to Striking a Healthy Work-Life Balance: Small changes = big results

April 4, 2022 California Broker Magazine

BY ADDIE MURDOCK Unlike many other careers, being a financial advisor is not a 9 to 5 job. And while we often have flexibility with our hours, it’s no secret that the work we do […]

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