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May 19, 2026

Articles by California Broker Magazine

In This Issue

Strategies for Navigating Double Taxed Retirement

February 28, 2022 California Broker Magazine

BY DAVID E. APPEL SINCE THE PANDEMIC BEGAN, clients and advisors alike are taking extra precautions when planning for the future. This often entails exploring the benefits of plans such as long-term care, disability or […]

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FIRST OF FOUR INSTALLMENTS In it for the Long Haul? Or not? Taking an Alternative Path to Selling an Agency

February 28, 2022 California Broker Magazine

BY AMY EVANS In October 2021, my employee benefits agency was acquired by Shorepoint Insurance Services, an Acrisure agency partner, and I joined Shorepoint as an Associate VP of Employee Benefits. California Broker Magazine editors […]

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The Struggle Continues: How Employers Can Boost Support for Caregivers

February 28, 2022 California Broker Magazine

BY DENNIS HEALY Even though we’ve left 2021 behind, the level of volatility caused by the greatest workplace disruption in decades lingers, and new COVID-19 variants continue to emerge. It’s caused many businesses to go […]

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4 reasons to discuss voluntary financial benefits with employers

February 28, 2022 California Broker Magazine

Financial Wellness is Top of Mind for 95% of Workers BY MIKE WILBERT Just as COVID-19 has affected employees and employers in the past two years, it has changed the employee benefits landscape as well. […]

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HEALTH PLAN COMPLIANCE FOR 2022:

February 28, 2022 California Broker Magazine

SOMETHING OLD, SOMETHING NEW, SOMETHING CHALLENGING AND SOMETHING TO PURSUE…PART ONE BY DOROTHY COCIU WITH MARILYN MONAHAN Have you ever planned something for a really long time, spent energy, time, effort on it, only to […]

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Why You Want to Speak With a Client About Life Insurance Settlements and, How to Do It

February 28, 2022 California Broker Magazine

BY LISA REHBURG I don’t know a lot about life insurance.” “I don’t sell life insurance.” “I am not a life insurance expert.” These are all phrases I have heard when I speak with agents […]

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